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Investor
Driving
Joe Bell
Client Advisor
T 215.854.1513
Joe's primary role is to provide customized investment solutions and comprehensive financial plans to clients. Joe and his team are dedicated to the highest levels of client service by managing, maintaining, and building client wealth responsibly and tax-efficiently. Joe believes a foundation of transparency and trust are key to a successful and collaborative partnership between clients' and his team. As financial markets and clients' lives evolve, his disciplined strategy includes ongoing education and advice to ensure they are in control of their financial plan.
Prior to joining the firm, Joe's experience in the wealth management industry includes working at Goldman Sachs in Atlanta, GA, and JP Morgan Private Bank and Citi Private Bank in Philadelphia, PA. He was responsible for advising affluent clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement and longevity planning, cash flow planning, trust & estate guidance, and general income tax issues.
His education includes a Bachelor of Business Administration with a dual major in Finance and Real Estate from Temple University. He graduated magna cum laude when he earned his Master's in Business Administration (M.B.A.) from the Fox School of Business at Temple University. He completed Wharton's University of Pennsylvania's Executive Education Client Psychology program. Joe holds the Series 7 and 66 FINRA licenses, and is an Accredited Asset Management Specialist (AAMS) professional.
Joe is an active member in the Jewish Federation of Philadelphia, Philadelphia Estate Planning Council, and is Board member of Philadelphia's chapter of Society of Financial Service Professionals.
He is a native of Philadelphia, PA and he and his family live in the Philly suburbs.
Joe's primary role is to provide customized investment solutions and comprehensive financial plans to clients. Joe and his team are dedicated to the highest levels of client service by managing, maintaining, and building client wealth responsibly and tax-efficiently. Joe believes a foundation of transparency and trust are key to a successful and collaborative partnership between clients' and his team. As financial markets and clients' lives evolve, his disciplined strategy includes ongoing education and advice to ensure they are in control of their financial plan.
Prior to joining the firm, Joe's experience in the wealth management industry includes working at Goldman Sachs in Atlanta, GA, and JP Morgan Private Bank and Citi Private Bank in Philadelphia, PA. He was responsible for advising affluent clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement and longevity planning, cash flow planning, trust & estate guidance, and general income tax issues.
His education includes a Bachelor of Business Administration with a dual major in Finance and Real Estate from Temple University. He graduated magna cum laude when he earned his Master's in Business Administration (M.B.A.) from the Fox School of Business at Temple University. He completed Wharton's University of Pennsylvania's Executive Education Client Psychology program. Joe holds the Series 7 and 66 FINRA licenses, and is an Accredited Asset Management Specialist (AAMS) professional.
Joe is an active member in the Jewish Federation of Philadelphia, Philadelphia Estate Planning Council, and is Board member of Philadelphia's chapter of Society of Financial Service Professionals.
He is a native of Philadelphia, PA and he and his family live in the Philly suburbs.