Women Led Growth with Holly Mazzocca: Lead to Succeed 94

More women need to have a seat on the table of wealth management and investments. So says Lead to Succeed guest Holly Mazzocca. Holly shares how women offer unique perspective and special gifts to the field of wealth management and investment planning.

Holly is the President, Wealth Advisor and Principal at Bartlett Wealth Management in Cincinnati, OH. As President, Holly builds upon Bartlett’s rich legacy to develop an innovative future. Recent initiatives include a program of services and events for women, called WEinvest™ (Women Empowered to Invest), as well as the launch of a podcast, ESG integration, and family office services.

Listen in and learn more about women and service in wealth management.