FINANCIAL ENGINEER. HUMBLE STEWARD. PATIENT LISTENER. MILITARY VETERAN. GIRL DAD.

Michael Bartlett, Jr. was born and raised in Gulfport, Mississippi. He earned his Bachelor of Science in Finance from Christian Brothers University and an MBA from Webster University. Since then, his professional journey has been both diverse and purposeful.

Michael began his career as an Acquisitions Officer in the U.S. Air Force, where he developed a disciplined, mission-focused approach to problem-solving. He later managed complex projects for National Oilwell Varco, overseeing safety equipment initiatives for offshore oil rigs.

Although he comes from a family of engineers, Michael discovered that his true calling was helping people build and protect their financial futures.  He began his financial services career at UBS, first as a Wealth Planning Analyst and later as a Financial Advisor. He then joined Edward Jones as a Financial Advisor before moving to Fidelity Investments, where he served as both a Planning Consultant and an Investment Management Consultant.