Barbara Bell, Aif®, Cdfa®

Barbara Bell, Aif®, Cdfa® Email and Phone Number

Financial Advisor at Cannon Advisor + Divorce Financial Analyst at Bell Divorce Advisors @ Cannon Advisors
Charlotte, North Carolina
Barbara Bell, Aif®, Cdfa®'s Location
Charlotte Metro, United States
Barbara Bell, Aif®, Cdfa®'s Contact Details

Barbara Bell, Aif®, Cdfa® work email

Barbara Bell, Aif®, Cdfa® personal email

About Barbara Bell, Aif®, Cdfa®

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.

Barbara Bell, Aif®, Cdfa®'s Current Company Details
Cannon Advisors

Cannon Advisors

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Financial Advisor at Cannon Advisor + Divorce Financial Analyst at Bell Divorce Advisors
Charlotte, North Carolina
Employees:
5
Barbara Bell, Aif®, Cdfa® Work Experience Details
  • Cannon Advisors
    Financial Advisor
    Cannon Advisors Jun 2013 - Present
    Advisory services offered through Cannon Advisors, a State of North Carolina Registered Investment Advisor.
  • Bell Divorce Advisors
    President
    Bell Divorce Advisors Jul 2018 - Present
    Charlotte, North Carolina
  • Primerica Financial Services
    Financial Services & Recruiter
    Primerica Financial Services Nov 2012 - Jun 2013
  • Murphy Architectural Group
    Project Architect
    Murphy Architectural Group Oct 2010 - Apr 2012

Barbara Bell, Aif®, Cdfa® Skills

Retirement Planning Cash Flow Management Wealth Management Services Asset Allocation Investments Financial Advisory 401k Rollovers Mutual Funds Emoney Advisor Life Insurance Tax Advisory Microsoft Office Management Sales Architecture Autocad Photoshop Powerpoint Linkedin

Barbara Bell, Aif®, Cdfa® Education Details

Frequently Asked Questions about Barbara Bell, Aif®, Cdfa®

What company does Barbara Bell, Aif®, Cdfa® work for?

Barbara Bell, Aif®, Cdfa® works for Cannon Advisors

What is Barbara Bell, Aif®, Cdfa®'s role at the current company?

Barbara Bell, Aif®, Cdfa®'s current role is Financial Advisor at Cannon Advisor + Divorce Financial Analyst at Bell Divorce Advisors.

What is Barbara Bell, Aif®, Cdfa®'s email address?

Barbara Bell, Aif®, Cdfa®'s email address is ba****@****ail.com

What schools did Barbara Bell, Aif®, Cdfa® attend?

Barbara Bell, Aif®, Cdfa® attended Drexel University, University At Buffalo, Monteverde Institute Of Costa Rica.

What are some of Barbara Bell, Aif®, Cdfa®'s interests?

Barbara Bell, Aif®, Cdfa® has interest in Social Services, Children, Education, Environment, Science And Technology, Human Rights, Arts And Culture, Health.

What skills is Barbara Bell, Aif®, Cdfa® known for?

Barbara Bell, Aif®, Cdfa® has skills like Retirement Planning, Cash Flow Management, Wealth Management Services, Asset Allocation, Investments, Financial Advisory, 401k Rollovers, Mutual Funds, Emoney Advisor, Life Insurance, Tax Advisory, Microsoft Office.

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