Retirement Services Division
Focused on helping businesses
Meet our experienced team
Led by Brad Croall CEBS®,CRPC®, Doug Gower, QKA, CRPS®, AIF® and Greg Carnes, AIF® , our Retirement Services Division brings over 30 years of combined experience working with small, mid and large retirement plans across various industries throughout the country.
Together they focus on helping businesses and Plan Sponsors review, implement and enhance their retirement plan offerings.
Brad Croall, CEBS®
Learn more about Brad
In addition, Brad served the City of Quincy as Ward 2 City Councilor from 2012 through the end of 2020. Brad maintains his FINRA Series 6, Series 7, and Series 63 securities licenses and is an Investment Advisor Representative.
Doug Gower, QKA, CRPS®,AIF®
Director of Retirement Service
Learn more about Doug
Greg Carnes, AIF®
Retirement Plan Consultant
Learn more about Greg
In addition, he is a registered Investment Advisor Representative and maintains FINRA Series 6, 7, 63 licenses, along with a Life and Variable contract license with the Massachusetts Department of Insurance.
How we help with your business’s retirement plan
The Retirement Services Division is focused on creating and maintaining high-quality retirement programs for corporate, non-profit, and Taft-Hartley organizations.
We are committed to making sure that as a business owner, non-profit director, or fund counsel, your retirement plan helps attract and retain high-caliber employees.
We ensure plan participants and members have the education and resources they need to prepare for a successful retirement, as well as an experienced advisory team they can contact at any time, with any questions they may have.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.