Richard L. Bartholomew Ii, Mba, Cfp® Email & Phone Number
@wealthcarecapital.com
2 phones found area 804
LinkedIn matched
Who is Richard L. Bartholomew Ii, Mba, Cfp®? Overview
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Richard L. Bartholomew Ii, Mba, Cfp® is listed as Principal, Wealth Advisor at Farther, a with 51 employees, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a work email signal at wealthcarecapital.com, phone signal with area code 804, and a matched LinkedIn profile for Richard L. Bartholomew Ii, Mba, Cfp®.
Richard L. Bartholomew Ii, Mba, Cfp® previously worked as Senior Wealth Advisor | Wealthcare Private Client, LLC at Wealthcare Capital Management and Financial Services Professional at Financial Planning, Investment Management, Banking. Richard L. Bartholomew Ii, Mba, Cfp® holds Master Of Business Administration (Mba) from Marshall University.
Email format at Farther
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AeroLeads found 1 current-domain work email signal for Richard L. Bartholomew Ii, Mba, Cfp®. Compare company email patterns before reaching out.
About Richard L. Bartholomew Ii, Mba, Cfp®
My life’s work is to give the power of choice to my clients which include family stewards, individuals in transition, and thriving retirees. As a fiduciary, I strongly believe in putting people over profit and service above self. My priority is to provide clients with the independent analysis and advice they need to make the best financial decisions for themselves and their families. Utilizing a goals-based approach, I guide clients to new levels of financial abundance and security ensuring they make the most of their lives.
Listed skills include Wealth Management, Investment Advisory, Retirement, Asset Management, and 2 others.
Richard L. Bartholomew Ii, Mba, Cfp®'s current company
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Richard L. Bartholomew Ii, Mba, Cfp® work experience
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Senior Wealth Advisor | Wealthcare Private Client, Llc
CurrentAs a CERTIFIED FINANCIAL PLANNER™, Rick provides goals-based wealth management to both individuals and families. He has extensive experience in the investment advisory and banking industries including the development of comprehensive planning solutions for high net worth individuals and families. His in-depth knowledge of financial planning and investment management coupled with outstanding client service and passion for helping others has been instrumental in his ability to help clients achieve their life goals.
Financial Services Professional
Colleagues at Farther
Other employees you can reach at wealthcarecapital.com. View company contacts for 51 employees →
Christopher Hessenflow
Colleague at FartherUnited States
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QM
Quentine Mosley
Colleague at FartherRichmond, Virginia, United States
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Russ Thornton
Colleague at FartherAtlanta, Georgia, United States
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Alicia Lugg
Colleague at FartherToano, Virginia, United States
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Marco Iannarelli
Colleague at FartherGreater Philadelphia, United States
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KK
Ken Kideckel, Cfa, Cfp
Colleague at FartherHuntingdon Valley, Pennsylvania, United States
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Jess Hoffman
Colleague at FartherDes Moines Metropolitan Area, United States
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Jess Hoffman
Colleague at FartherDes Moines Metropolitan Area, United States
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Tameron Keyes
Colleague at FartherBeverly Hills, California, United States
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Kevin London
Colleague at FartherVero Beach, Florida, United States
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Richard L. Bartholomew Ii, Mba, Cfp® education
Master Of Business Administration (Mba)
Cfp® Program
Bachelor Of Business Administration (Bba), Finance
Frequently asked questions about Richard L. Bartholomew Ii, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Richard L. Bartholomew Ii, Mba, Cfp® work for?
Richard L. Bartholomew Ii, Mba, Cfp® works for Farther.
What is Richard L. Bartholomew Ii, Mba, Cfp®'s role at Farther?
Richard L. Bartholomew Ii, Mba, Cfp® is listed as Principal, Wealth Advisor at Farther.
What is Richard L. Bartholomew Ii, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthcarecapital.com for Richard L. Bartholomew Ii, Mba, Cfp® at Farther.
What is Richard L. Bartholomew Ii, Mba, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 804 for Richard L. Bartholomew Ii, Mba, Cfp® at Farther.
Where is Richard L. Bartholomew Ii, Mba, Cfp® based?
Richard L. Bartholomew Ii, Mba, Cfp® is based in Ponte Vedra Beach, Florida, United States while working with Farther.
What companies has Richard L. Bartholomew Ii, Mba, Cfp® worked for?
Richard L. Bartholomew Ii, Mba, Cfp® has worked for Farther, Wealthcare Capital Management, and Financial Planning, Investment Management, Banking.
Who are Richard L. Bartholomew Ii, Mba, Cfp®'s colleagues at Farther?
Richard L. Bartholomew Ii, Mba, Cfp®'s colleagues at Farther include Christopher Hessenflow, Quentine Mosley, Russ Thornton, Alicia Lugg, and Marco Iannarelli.
How can I contact Richard L. Bartholomew Ii, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Richard L. Bartholomew Ii, Mba, Cfp® at Farther, including work email, phone, and LinkedIn data when available.
What schools did Richard L. Bartholomew Ii, Mba, Cfp® attend?
Richard L. Bartholomew Ii, Mba, Cfp® holds Master Of Business Administration (Mba) from Marshall University.
What skills is Richard L. Bartholomew Ii, Mba, Cfp® known for?
Richard L. Bartholomew Ii, Mba, Cfp® is listed with skills including Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning, and Risk Management.
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