Melissa M. LaCorte is a Client Relationship Associate at Bartlett Wealth Management in Cincinnati. As a Client Relationship Associate, Melissa acts as the primary point of contact for all client inquiries and administrative responsibilities. She serves as a liaison between the client, custodians, and advisory teams, as well as third-party accounts.
Melissa joined Bartlett in 1992 and has over 30 years of investment industry experience.
History at Bartlett
- Joined Bartlett in 1992
- 30 years of industry experience
Education
- Katharine Gibbs School, Montclair, NJ
Where can we help you go next?
Contact a member of the Bartlett team today.