Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Lillian Miller is a financial advisor at Bartlett & Co. Wealth Management LLC and has been with the firm since September 2012. Catherine is registered as an Investment Advisor Representative in Ohio and holds the Certified Financial Planner designation. Catherine specializes in providing financial planning and investment management services to individuals, high net worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
03/06/2020 - Present
Bartlett & Co. Wealth Management LLC (CINCINNATI OH)
Active
Inactive
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