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Patty Bartholomew

Licenses

Life insurance
Series 6
Series 63
Series 65
Series 7

Contact details

Phone: 435.227.5556
Email: patty@parsonex.com
Branch Office: Providence, UT
Directions

Financial Advisor

As an educator for the past 20 years, I have naturally shared my knowledge and excitement about investing with family and friends. I decided to pursue a career with Parsonex in order to help more families reach their retirement and long-term financial goals. I am passionate about educating women concerning retirement and investing and I believe that every woman should be empowered to take control of her financial future.

My promise to my clients:

  • I’m a teacher first and always. Investment success is primarily dependent on one’s behavior. My job is to help you understand your investment options so you can make informed investing decisions.
  • Working together we can create a unique financial road map that will help you reach your financial goals. It is never too late (or too early) to start investing! Wherever you are on your financial journey, I can help you get to where you want to be.
  • I will be available. My commitment is to be in regular contact with you and to be available when you need me.

I live in a geodesic dome home in Providence, Utah with my husband and two daughters. Music is my thing. I am the co-director of Cache Valley New Horizons Orchestra and the executive director and board president of Cache Youth Orchestras. I love listening to a good audio book or podcast (financial, true crime and inspiring podcasts are my favorites). My family loves playing board games, making music together, hiking, camping, fossil hunting and traveling.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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