Financial Advisor
CurrentAdvisory services offered through Cannon Advisors, a State of North Carolina Registered Investment Advisor.
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@cannonadvisors.com
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Barbara Bell, Aif®, Cdfa® is listed as Financial Advisor at Cannon Advisor + Divorce Financial Analyst at Bell Divorce Advisors at Cannon Advisors, a company with 5 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at cannonadvisors.com and a matched LinkedIn profile for Barbara Bell, Aif®, Cdfa®.
Barbara Bell, Aif®, Cdfa® previously worked as Financial Advisor at Cannon Advisors and President at Bell Divorce Advisors. Barbara Bell, Aif®, Cdfa® holds Bachelor Of Architecture from Drexel University.
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Financial Planning/Divorce Financial Advisor, Charlotte, NCA Drexel University graduate, Barbara earned a B.A. in Architecture and began her professional career working as an architect in both residential and commercial design. Aspiring to build a business, she then went on to own and operate an interior design and custom furniture company located abroad. With a desire to return to the U.S., she used her international experience running the financial side of her business and working directly with the public to help others by becoming a Financial Advisor. She holds her AIF® certification (Accredited Investment Fiduciary) which helps ensure she'll adhere to Prudent Practices when serving as an investment fiduciary. Barbara focuses in working with women in transition –widowhood, layoffs, inheritance and divorce with a specialty in planning, wealth management, retirement and cash flow planning. Being affected by divorce at a young age and seeing the impact on her mother, she decided to become a Certified Divorce Financial Analyst. In addition to working with Cannon Advisors, Barbara is the founder and CEO of Bell Divorce Advisors, a divorce financial planning firm. She is passionate about helping individuals and couples negotiate an equitable division. With her two divorce certifications; CDFA® certification (Certified Divorce Financial Analyst) and CDS certification (Certified Divorce Specialist), she is trained to research and analyze personal, business and tax issues found within the divorce process. *Advisory services offered through Cannon Advisors, an SEC Registered Investment Advisor. *Bell Divorce Advisors is separate from Cannon Advisors and not affiliated companies.
Listed skills include Retirement Planning, Cash Flow Management, Wealth Management Services, Asset Allocation, and 15 others.
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Advisory services offered through Cannon Advisors, a State of North Carolina Registered Investment Advisor.
Charlotte, North Carolina
Study abroad experience in Sustainable Design.
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Barbara Bell, Aif®, Cdfa® works for Cannon Advisors.
Barbara Bell, Aif®, Cdfa® is listed as Financial Advisor at Cannon Advisor + Divorce Financial Analyst at Bell Divorce Advisors at Cannon Advisors.
AeroLeads has found 1 work email signal at @cannonadvisors.com for Barbara Bell, Aif®, Cdfa® at Cannon Advisors.
Barbara Bell, Aif®, Cdfa® is based in Charlotte Metro, United States, United States while working with Cannon Advisors.
Barbara Bell, Aif®, Cdfa® has worked for Cannon Advisors, Bell Divorce Advisors, Primerica Financial Services, and Murphy Architectural Group.
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Barbara Bell, Aif®, Cdfa® holds Bachelor Of Architecture from Drexel University.
Barbara Bell, Aif®, Cdfa® is listed with skills including Retirement Planning, Cash Flow Management, Wealth Management Services, Asset Allocation, Investments, Financial Advisory, 401K Rollovers, and Mutual Funds.
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