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My Story

Terry received his BS from the University of Kentucky. He currently represents Bartlett on the board of REDI Cincinnati, is a past trustee for the Presbytery of Cincinnati, and is a past president of the Cincinnati Society of Financial Analysts.

Terry has been named a Five Star Wealth Manager for the past seven years. Terry joined Bartlett Wealth Management in 2001, and has 35 years of investment experience.

Terrence T. Kelly

Wealth Advisor, Principal

Terrence is a Wealth Advisor and a Principal at Bartlett Wealth Management. Terry provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions. Terry is a Chartered Financial Analyst.

  • University of Kentucky, BS, 1980
  • Chartered Financial Analyst (CFA)
  • Presbytery of Greater Cincinnati: Trustee, since 2008
  • REDI Cincinnati: Board of Directors, since 2015