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Shane B
Series 63, Series 65, Series 66
Saint George, UT
Western Wealth Management LLC
Shane Bartholomew is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has an Associate's Degree from Snow College. In his role, Shane focuses on connecting clients with tailored financial plans that align with their unique ambitions. He assists in areas such as education funding, retirement lifestyle planning, healthcare cost considerations, and long-term family goal strategies. Shane emphasizes simplicity and transparency in wealth management to help clients navigate the complexities of investing. Shane’s approach centers on integrating all aspects of a client’s financial life, prioritizing and pursuing the goals that matter most to them.
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