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Joseph Bartholomew

Joseph W. Bartholomew, III CIMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Joe.Bartholomew@truist.com

Phone 804-775-2886

Fax 804-649-2916

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About me

Background

Joseph Bartholomew is a founding partner of The Lewis Group of Truist Investment Services, Inc. and serves as the team’s lead investment strategist and portfolio manager. He believes in a goals-based wealth management approach and developing customized investment strategies designed to manage risk and adapt to changing economic conditions and evolving personal needs. His extensive knowledge of economics and financial markets helps allow the team to provide comprehensive financial plans and portfolio recommendations tailored to the needs of each client and family.

Joseph began his investment industry career in 1996 having worked at UBS and Morgan Stanley before joining Truist.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Science, Financial Economics
Virginia Commonwealth University 2000
Bachelor of Science in Business, Finance
Longwood University 1996

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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