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My Story

Seeing a complex financial plan come to fruition and improve a life is what motivates Lori to come to work each day. As a Bartlett Wealth Management advisor, she brings a decade’s worth of experience to providing investment management and financial planning services for her clients, their families, foundations, endowments and nonprofit organizations.

Lori has a longtime passion for extending financial literacy, especially to underrepresented groups and aspiring female leaders.

Outside of work, Lori enjoys spending time when husband Andy and their two young children. The family loves to bake at home, eat at Zip’s Café and visit with world-famous Fiona at the Cincinnati Zoo.

In Lori’s Words

“I’m always inspired when I see my work impact lives directly – that moment when a client realizes they’ve finally reached their life goals.”

Ask Lori About

  • High net worth individuals
  • Multigenerational wealth
  • Foundations, endowments, nonprofits
  • Environmental and social investing strategy
  • Governance investing strategy

Lori B. Poole

Wealth Advisor, Principal

Education

  • University of Cincinnati, BBA in Finance and Real Estate, 2009, Cum Laude
  • CERTIFIED FINANCIAL PLANNERTM
  • National Social Security Advisor Certificate Holder
  • Junior League of Cincinnati Columbia Center, since 2014
  • Economics Center YP Advisory Board, since 2014
  • University of Cincinnati Foundation: Gift Planning Advisory Council, since 2012 Cincinnati Business and Professional Women’s Scholarship Fund, since 2015 ArtsWave Women's Leadership Roundtable, since 2015
  • Cincinnati Business and Professional Women’s Scholarship Fund, since 2015
  • ArtsWave Women's Leadership Roundtable, since 2015
  • Junior League of Cincinnati, since 2012
  • Economics Center StEP Program, since 2013
  • Cincinnati USA Regional Chamber’s C-Change program, Class 11
  • Queen City Young Professionals Accolades, “Risk Taker” Award, 2017