Kathleen  Bartlow,  CFP<sup>&reg;</sup> - Financial Advisor

Kathleen Bartlow, CFP®

CFS

Chief Operating Officer

NBT Capital Management

8506 Six Forks Road
Raleigh, NC 27615
FINANCIAL ADVISOR'S WEBSITE
(866) 731-2726

General

Kathleen Bartlow is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NBT Capital Management in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care

More

Helpful Financial Planning Resources