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My Story

Motivated by empowering families and young professionals to feel more financially confident and work towards achieving their financial goals, Kailyn has found a natural fit in her role as Financial Planning Associate with Bartlett’s Cincinnati-based team. Her passion for working with people serves Kailyn well as she collaborates with other planners and advisors to collect and organize data, prepare financial plans, design presentations, and perform any number of other tasks related to the intricacies of financial planning.

Kailyn graduated from Northern Kentucky University with a bachelor’s degree in marketing and began her career in financial services at Fidelity. She returned to school to obtain her MBA from Thomas More University. Kailyn is a Certified Financial Planner.

A native of Northern Kentucky, Kailyn stays true to her roots as both a Cincinnati Reds season ticket holder and an avid Kentucky Wildcats basketball fan. She lives in Northern Kentucky with her dog, Bella, an 8-pound Yorkshire terrier mix.

Ask Kailyn About

  • Family entities
  • Trusts
  • Young professionals

Kailyn M. Neat

Financial Planning Associate

Education

  • Northern Kentucky University, BS in Marketing, 2015
  • Thomas More University, MBA, 2018
Designations (1)
  • Certified Financial Planner (CFP®)
  • Volunteer, UC Economics Center StEP Store Program