Bart Street
Investment Advisor Representative
Bart Street heads up the wealth management practice at MaxWorth Benefits Group. Bart joined MaxWorth in 2006. He brings over 25 years of experience as a financial advisor and consultant. He provides a wide range of financial services to high-net-worth individuals and families, retirement plan sponsors, and nonprofits. Bart is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. Prior to joining our team, Bart was with John Hancock Financial Network where he began his career. He earned a Bachelor of Arts degree in finance and business administration from Auburn University.
Bart remains active playing pick-up basketball as well a mixing in some jogging, tennis and pickleball. He enjoys coaching youth basketball and spending time at the lake. Bart is an active member of the Greenville Breakfast Rotary Club where he is a past club president. He is a member of Mauldin Methodist Church where he serves as the chair of the endowment committee. He is a graduate of Leadership Greenville, and he serves on the board of the YMCA of Greenville Foundation.
Bart can be reached directly at 864-232-8111 or bstreet@maxworthbenefits.com.
Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s).
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