“Designing a positive pioneering vision for the future, inspiring others to take positive action for the betterment of themselves, their families, and their communities.”
John Bell is a financial planner who started in the financial services industry over thirty years ago. His goal is to implement an ongoing individual macroeconomic financial model customized for each client to help them maximize their opportunities now and in the future. John has a passion for developing lifetime strategies for individuals, business owners and estates.
Some of John’s accomplishments are:
- Member of the Million Dollar Round Table (Court of the Table Qualifier) a Premier Association for Financial Professionals
- Investment Advisor Representative (Series 65)
- Registered Representative (Series 6)
- Life, Health and Variable Annuities Agent, State of Florida
- Member of the National Association of Insurance and Financial Advisors (NAIFA)
Check the background of our investment professionals on FINRA’s BrokerCheck
Contact John Bell’s personal email here.
Contact Value Shield® Capital Strategies here.