Episode 149: Empowering Women in Finance

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. She is a passionate champion of Bartlett’s women-centric service initiatives. Listen to this insightful RIA episode with Holly Mazzocca about empowering women in finance. Here is what to expect on this week’s show: - How Barlett helps clients navigate personal and exciting transitions such as retirement or selling a business. - Why maintain communication and a strong culture is important when you have offices across multiple states. - How Bartlett focuses marketing efforts on digital experiences, events, and leveraging their expertise by working with business owners. - Why legacy planning and charitable giving require thoughtful planning and discussions. - How it’s vital to focus on long-term results in an industry that focuses on short-term gains. Connect with Holly: Links Mentioned: bartlett1898.com Instagram @bartlett1898 Facebook facebook.com/Bartlett1898 LinkedIn linkedin.com/company/bartlettwealthmanagement Learn more about your ad choices. Visit megaphone.fm/adchoices