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Jo Ann takes great pride and responsibility in nurturing her clients and providing tailored solutions to implement group benefit programs that work. She has over 25 years of experience holding positions on both sides of the desk. Jo...

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Craig Bartlett

Managing Partner, Financial Planner

(201) 556-4507

(201) 368-5161

Craig is the Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients accomplish...

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