Greg Bell
Relationship Builder, Financial and Fundraising Professional & Logistics Hobbyist
- Role
- Lpl Financial Advisor at The Wealth Factory
- Location
- Williamsport, PA, US
- LinkedIn followers
- 500 followers
About Greg Bell
I am someone who commits their time and energy to building genuine relationships with…
Experience
Lpl Financial Advisor
Oct 2024 — Present · Muncy, PA, US
Founded in 2012, The Wealth Factory is an independent firm that specializes in goals-based investing. Our team will build your plan without ties to any particular investment or product, giving you more choices. We\'re committed to delivering our best objective advice, always putting your interests first.We work with investors, retirees and business owners from all walks of life. Our team has extensive experience working with different company retirement and pension plans. Retirement choices are among the most important you\'ll ever make. Talk to a professional today. Learn how to optimize Social Security and compare your options for those retiring with PSERS, Thrift Savings Plan, TIAA, or personal retirement savings.
Skills
- Communication
- Individual Giving Strategies
- Fundraising
- Donor Prospecting
- Asset Management
- Event Planning
- Negotiation
- Business Development
- Volunteer Management
- Stewardship
- Problem Solving
- Networking
- Public Relations
- Office Administration
- Strategic Planning
- Alumni Relations
- Research
- Health Insurance
- Portfolio Management
- Higher Education
- Strategic Financial Planning
- Mentoring
- Presentations
- Employee Supervision
- Project Management
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