Chatham Office

Chatham 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 comprises 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’s experience to your advantage regarding your financial life.

 

 

 

Robert J. Harris

Senior Vice President

Robert (Bob) Harris is our municipal bond specialist. He graduated from Parsons College in Iowa. He holds his FINRA Series 7 and 63 securities registrations and has been a registered representative since 1970. He started his career in Chicago with Channer Newman Securities at age 25 and was one of the youngest brokers at the time. In 1980, he pursued an opportunity to manage his own business, Crocke-Roberts, Inc., also located in Chicago.

Bob later moved to Cape Cod and worked for Dougherty, Dawkins, Strand & Yost until 1990. From 1990 to 1994, Bob was senior vice president with A.F. Best Securities, Inc., in Coral Springs, Florida. Bob joined Bartholomew & Company in 1994 as senior vice president.

Location: Chatham Office

Nancy Scott, RICP®, AIF®

Registered Representative

Nancy joined Bartholomew & Company in 2006 as a second career and now holds FINRA Series 7 and 66 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network®.

As a Retirement Income Certified Professional® designee, Nancy assists clients in creating effective retirement income plans by determining savings requirements and calculating retirement projections to meet future needs. Using various scenarios, she helps clients to plan for unforeseen circumstances, minimize tax consequences, and consider social security claiming effects when creating their retirement income strategy. In addition, Nancy is a licensed life, health, and variable insurance agent. She also assists clients of Robert Harris with service inquiries about their accounts.

As a graduate of the University of Georgia with a BS in education, Nancy was a middle and high school mathematics teacher until she changed careers. In her spare time, Nancy spends time with her family (usually outside), enjoys photography and baking, and is a member of her local regional school committee. She resides in Chatham with her husband and two children.

Location: Chatham Office