Partner/LPL Financial Advisor
E-mail : JBell@bfjwealth.com
Joe is a Partner and LPL Financial Advisor with BFJ Financial Group, and holds the Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) designations. Using his knowledge in financial planning and accounting, Joe specializes in creating tax-efficient investment strategies and wealth management solutions.
Joe is currently the President of the Financial Planning Association of Maryland, and previously served as the Co-Chairman of the chapter’s NexGen Committee.
Joe has presented at the Financial Planning Association’s National Conference, and has been quoted in Financial Advisor Magazine.
Prior to joining BFJ Financial Group, Joe worked as a financial advisor at Ameriprise Financial where he helped his clients plan for financial freedom.
Joe earned his degree in Finance with a concentration in Financial Planning from Salisbury University, where he played football and met his wife, Sarah. They are excited to be expecting their first child in August.
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