Richard (Rick) L. Bartholomew II, MBA, CFP® is a Partner Advisor at AdvicePeriod. Combining his extensive advisor experience with outstanding client service, he plays a critical role helping both individuals and families achieve lifelong financial goals.
Prior to joining AdvicePeriod, Rick was a Senior Advisor at Wealthcare Capital Management. Before that, Rick held positions as Vice President and Wealth Planning Analyst with Citi Global Wealth Management, Senior Financial Planner for Ronald Blue & Co., and Financial Advisor to dentists and physicians at Mercer Advisors.
Rick has a Bachelor of Business Administration in Finance and a Master of Business Administration from Marshall University. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2005.
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