Jack Bell, CFP®, CEPA

Jack Bell, CFP®, CEPA

Managing Director

Jack Bell is a financial professional with over 20 years of experience.  In his current role, Jack works with high net worth individuals, families, and business owners, to help them navigate the various complexities of managing their wealth.  Jack’s experience in capital markets, fixed income sales, trading, and wealth management, give him a comprehensive perspective of financial services and asset management.

Jack transitioned from institutional capital markets to wealth management in pursuit of his passion, which is to help individuals, families, and business owners feel comfortable with their financial future by having a clear and actionable financial path forward.  With financial planning at the core, Jack is a critical partner in defining strategies on risk management, estate planning, asset management, and business succession.

Jack is the father of two active teenage boys that compete in soccer, football, and golf.  As a sports enthusiast, while not cheering on his boys, Jack enjoys playing golf, working out, pickle ball, and mountain biking.


  • University of North Carolina at Charlotte, MBA
  • Licenses: Series 7, Series 24, Series 66; insurance licensed
  • CFP®, CEPA