Joshua Bell

About Joshua Bell

In the ninth grade, I first learned about the stock market. A teacher showed us the stock…

Experience

1. Financial Advisor

   Edward Jones

   Nov 2018 — Present

   As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.My Branch Office Administrator, Courtney, enjoys connecting with clients and is focused on helping them by providing an ideal client experience. She has been in the industry for more than 7 years and together we delight in helping others set goals and gain a sense of control over their future. I believe in the power of a family to achieve their dreams when they lean into them. I enjoy teaching others about ways to save, invest and how proactive planning can change the trajectory of their family legacy.

Skills

• Market Research
• Customer Service
• Sales Process
• Microsoft Excel
• Wealth Strategies
• Financial Analysis
• Microsoft Word
• Microsoft Office
• Microsoft Powerpoint
• Marketing Communications
• Client Relations
• Asset Allocation Strategies
• Social Media
• Leadership
• Sales
• Portfolio Review
• Investments
• Retirement Planning
• Marketing Strategy
• Website Development
• Dreamweaver
• 401k Options
• Account Management
• Powerpoint
• Mutual Funds
• Estate Considerations
• Management
• Team Building
• Customer Relationship Management (Crm)
• Public Speaking
• Photoshop
• Teamwork
• Sales Operations
• Marketing
• Time Management
• Finance
• Financial Services
• Website Building
• Strategic Planning