Contact Information
Company Information
Company
Bartlett Wealth Management
Industry
investment management
Annual Revenue
26000000.0
Professional Summary
Kelley Downing serves as President & CEO at Bartlett Wealth Management. Bartlett Wealth Management operates in the investment management sector with approximately 130.0 employees. The company is headquartered in Cincinnati, Ohio. Bartlett Wealth Management generates annual revenue of 26000000.0.
Industry & Role Insights
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MessageCEO tracks 1,661 executives in the investment management sector.
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1,885 executive contacts are available in Ohio.
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Our database includes 201,469 c suite-level executives.
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Keywords
wealth management
investment advisory
retirement planning
financial planning
business owner services
personal wealth integration
family office services
holistic financial planning
customized investments
financial strategy
goal setting
asset protection
legacy planning
charitable giving
fiduciary services
client relationship management
multigenerational services
community engagement
financial resources
individualized service
women in finance
mission-aligned investment
complex financial decisions
portfolio construction
performance analysis
financial analytics
client-centric approach
fiduciary duty
investment diversification
liquidity management
wealth preservation
financial advisors
risk assessment
tax planning
financial literacy
personal finance
wealth transfer
client retention
community impact
corporate responsibility
financial education
investment philosophy
financial wellbeing
trust & transparency
market insights
research & analysis
dedicated advisors
customized financial solutions
investment advice
investment management
financial services
capital markets
Related Executives
Outreach Guidance — investment management Sector
Executives like Kelley Downing in the investment management sector receive targeted outreach from sales teams, recruiters, and investors. To stand out, personalize your message with industry-specific context and a clear, specific value proposition relevant to their role at Bartlett Wealth Management.
Kelley Downing's Position in the MessageCEO Database
- •Kelley Downing is 1 of 1 verified executive contact we track at Bartlett Wealth Management.
- •1,640 verified executive contacts in investment management are in the MessageCEO database.
- •1,794 verified executive contacts in Ohio are in the database.
- •38 verified contacts work at investment management companies in the 130.0 employee range (same size as Bartlett Wealth Management).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.
Frequently Asked Questions
How do I reach Kelley Downing directly?
Kelley Downing's verified email address is available to MessageCEO Pro subscribers. They currently serve as President & CEO at Bartlett Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Kelley Downing work for?
Kelley Downing is President & CEO at Bartlett Wealth Management, a company in the investment management sector with 130.0 employees. The company is based in Cincinnati, Ohio.
Can I pitch or sell to Kelley Downing?
As President & CEO at Bartlett Wealth Management, Kelley Downing is a key decision-maker in the investment management sector. MessageCEO Pro gives you verified email to reach Kelley Downing directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Kelley Downing in?
Kelley Downing works in the investment management industry as President & CEO at Bartlett Wealth Management. MessageCEO provides verified contact information for executives across all major industries.
Is Kelley Downing's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Kelley Downing's profile is kept up-to-date with the latest available information.
Last updated: June 29, 2026
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