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Lori B. Poole, CFP®, RLP®

Wealth Advisor, Principal

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

"I get a lot of joy when I see relief on a client's face after proving that they can accomplish their dream. Whether that's retirement, buying a home, leaving a legacy for their family and more, I enjoy helping them identify and create a path toward that goal."

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.

History at Bartlett
  • Joined Bartlett in 2009
Certifications and Designations
  • Certified Financial Planner® (CFP)
  • Registered Life Planner®
Education
  • University of Cincinnati, BBA in Finance and Real Estate, 2009, Cum Laude
Boards and Committees
  • Junior League of Cincinnati Columbia Center, 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
  • Economics Center YP Advisory Board, 2014-2022
Community Involvement
  • Junior League of Cincinnati, since 2012
  • Economics Center StEP Program, since 2013
  • Cincinnati USA Regional Chamber’s C-Change program, Class 11
Awards and Honors
  • Queen City Young Professionals Accolades, “Risk Taker” Award, 2017

The 2017 Queen City Young Professional Accolades recognizes young professionals in the Greater Cincinnati area that have made an impact on the Greater Cincinnati area. There are six different categories of the Queen City Young Professional Accolades, including Innovator, Humanitarian, Culture Driver, Resilient, Risk Taker, & Other. The Risk Taker award is recognized for challenging status quo and pushing outside one’s comfort zone. All young professionals between 21-35 years of age in the greater Cincinnati and Tri-state area are eligible. For more information, please visit https://queencityypas.wordpress.com/eligibility_selection/

  • Graduate, C-Change Class 11, Cincinnati USA Regional Chamber, 2016

C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website:https://cincinnatichamber.com/talent-hub/leadership-center/c-change/

Where can we help you go next?

Contact a member of the Bartlett team today.

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