Bedford Office

Bedford Office

Where All the Pieces Come Together

In 1994, with more than two decades of experience in the investment and banking industries, Thomas J. Bartholomew founded Bartholomew & Company, Inc. Tom’s unflagging commitment to his clients and his profession has not only earned him a loyal clientele among the Worcester-area's affluent individuals but national recognition as well.

Today, Bartholomew & Company is composed of a core of dedicated professionals whose goals, individually and as a group, are to provide you with the expertise, sound financial judgment, and personalized service you need to confidently chart your financial future.

With a single phone call to our office, you have access to a group of wealth managers who collectively leverage more than a century of experience to your advantage regarding your financial life.

 

 

 

Marcia A. Sullivan, CFP®

Financial Advisor

Marcia Sullivan, a CERTIFIED FINANCIAL PLANNERTM professional, has been working in the financial planning industry since 1993. She began her career as a retirement planning specialist for The Horizon Group. In 1998, she joined College Funding Advisors and Alliance Financial Services. There, she honed her specialized talents in helping families qualify for need-based financial aid and, once the children had graduated from college, plan for their retirement.

Looking to offer those skills to a broader audience, Marcia joined forces with Bartholomew & Company in October 2018.

Marcia is a graduate of the Boston Conservatory of Music with a degree in classical guitar. She completed her studies with the College for Financial Planning in September 1998 and received her CFP® certification that same year.  Marcia is a Registered Representative as well as an Investment Adviser Representative.  She holds her FINRA Series 6 and 63 securities registrations, and she is licensed to sell life insurance, annuities, and long-term care insurance.

When not meeting with clients or writing retirement plans, Marcia can be found playing with her two grandchildren, hiking with her dog (and husband), riding her horse, or making decadently delicious chocolates for friends and family.

Location: Bedford Office

Don Anderson

Financial Consultant

Don Anderson has been working in the financial services industry since 2001. He joined Alliance Financial Services and Commonwealth Financial Network® after having worked as a corporate systems manager for 35 years. It was there that he developed his specialized talents in helping families qualify for need-based financial aid and, once the children had graduated from college, then refocus their energies toward their retirement goals.

Looking to offer those skills to a broader audience, Don joined forces with Bartholomew & Company in October 2018.

Don received his BS in engineering from Northeastern University and his MBA in management from Syracuse University.  Don is a Registered Representative with Commonwealth, holds his FINRA Series 6 and 63 securities registrations, and is licensed to sell life insurance, annuities, and long-term care insurance. He is especially interested in college planning and making college affordable for all families and looks for any opportunity to help in the college planning process.  He lectures extensively throughout Eastern Massachusetts on his experience and insights in the financial aid system and enjoys guiding families through the college financial process.

When not meeting with clients or lecturing on the financial aid system, Don can usually be found with his wife, children, grandchild, or on a river cruise in Europe, satisfying long-term travel goals.

Location: Bedford Office