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  Advisory Team





Advisory Team
The key to our providing quality service is our assembling a team of experienced financial consultants who are committed to excellence in service and ongoing education.








Kelisha G. Bartholomew
Kelisha Bartholomew is a Financial Advisor and business owner in the New Orleans community. She received her Masters in Business Administration from the University of Phoenix in April of 2007. Kelisha began her financial services career as an advisor with Merrill Lynch. Prior to financial services, Kelisha had a 10 year career in nursing during which she worked in the hospital setting, as well as in the community as a Home Health Nurse. During this period of time, she also worked in the capacity of Director of Business Development for a privately-owned pharmaceutical research company and as a legal nurse consultant. She currently owns and operates Advanced Clinical Trials - a site management organization and is a registered representative of INVEST FINANCIAL Corporation.

Kelisha is the Treasurer for the National Black MBA Association - New Orleans Chapter and also serves as the chair of the Student Relations committee. Additionally, she is a Court Appointed Special Advocate, Parliamentarian for the Concerned Civic Leaders of Jefferson Parish and Co-Chair of the Social & Cultural committee of the Urban League/Young Professionals.

Email to: kbartholomew@thomaswaddell.net

 














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