AeroLeads people directory · profile
Greg Bell Email & Phone Number
LPL Financial Advisor
at
The Wealth Factory
1 work email found
@lycoming.edu
1 phone found area 570
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
LPL Financial Advisor
Location
Williamsport, Pennsylvania, United States
Company size
Who is Greg Bell? Overview
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Quick answer
Greg Bell is listed as LPL Financial Advisor at The Wealth Factory, a company with 8 employees, based in Williamsport, Pennsylvania, United States. AeroLeads shows a work email signal at lycoming.edu, phone signal with area code 570, and a matched LinkedIn profile for Greg Bell.
Greg Bell previously worked as Client Relationship Manager at The Wealth Factory and Administrative Specialist at Leadership Baltimore County. Greg Bell holds Ba, Double Major: Business Administration — Finance & Economics from Lycoming College.
Company email context
Email format at The Wealth Factory
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{last}@lycoming.edu
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AeroLeads found 1 current-domain work email signal for Greg Bell. Compare company email patterns before reaching out.
Profile bio
About Greg Bell
I am someone who commits their time and energy to building genuine relationships with others. Listening and connecting with those whom I am fortunate to spend time with is what drives me. My background is a combination of fundraising, finance and non-profit work – all of which focus on serving others. As a servant leader, my colleagues say that I am adaptable, helpful, kind, and always willing to collaborate. As a people-focused team player, I'm passionate about the meaningful work that I do, both in and out of the office. I welcome any connections or contacts that I may be able to be of service in any way. Specialties► Relationship building► Fundraising► Financial knowledge► Networking► Event creation and coordination (virtual and in-person)► Client and donor relations► Non-profit work► Gift solicitation► Office management► Team chemistry► Presentations► Communications► Leadership
Listed skills include Fundraising, Alumni Relations, Higher Education, Event Planning, and 21 others.
Current workplace
Greg Bell's current company
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The Wealth Factory
8 roles
Greg Bell work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
CurrentFounded 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.
Oct 2024 - Present
Administrative Specialist
Leadership Baltimore County (LBC) is a dynamic three person team. This administrative-forward role allows me to wear many hats. Internally, my logistic skills oversaw the CRM (Salesforce), keeping track of our alumni, partners, stakeholders, and supporters, while ensuring ensure accuracy between our CRM and various outreach engines. I oversaw LBC's.
Oct 2022 - Jun 2024
Assistant Director Of Annual And Affinity Giving
As a member of Goucher College’s Annual and Affinity Giving Team, my duties included:Managing our leadership giving societies - Goucher Society and Van Meter Club (young alumni) - including communication, outreach, solicitation and stewardship strategies for these societies. I managed a portfolio of alumni via phone, zoom and in person to further.
Oct 2021 - Sep 2022
Associate Director Of Major Gifts And Enhanced Academic Experiences Development
► Associate Director of Major Gifts and Enhanced Academic Experiences Development (July 2021 to present, working remotely from Baltimore, MD July 2020-October 2021)► Associate Director of Major Gifts (July 2015 to June 2021)► Senior Major Gift Officer (August 2010 to July 2015)In this senior fundraising position I built and nurtured positive relationships.
Aug 2010 - Oct 2021
Vice President / Project Manager
Roche Financial
In this role I managed all aspects of a community driven health insurance plan - quoting, negotiating renewal rates, working with underwriters, solving claims issues, explaining benefits, and delivering group presentations. I also served as the main point of contact for health insurance clients, working on both group (fully-funded and self-funded) and.
Jan 2003 - Jul 2010
Purchasing Agent
Primus Technologies
In this position I communicated and negotiated with vendors and manufacturers daily to generate purchase orders to meet build schedules. I served as a project manager for key customers to ensure on-time production and collaborated with materials manager, the purchasing team, marketing department, and customers to plan kits for production.
Sep 2000 - Dec 2002
Registered Representative
As a new registered representative, I quickly built a strong client base using telephone, direct mail, and personal one on one selling. ► Held Series 6, Series 63, and Life Insurance Licenses.
Aug 1999 - Sep 2000
1 education record
Greg Bell education
FAQ
Frequently asked questions about Greg Bell
Quick answers generated from the profile data available on this page.
What company does Greg Bell work for?
Greg Bell works for The Wealth Factory.
What is Greg Bell's role at The Wealth Factory?
Greg Bell is listed as LPL Financial Advisor at The Wealth Factory.
What is Greg Bell's email address?
AeroLeads has found 1 work email signal at @lycoming.edu for Greg Bell at The Wealth Factory.
What is Greg Bell's phone number?
AeroLeads has found 1 phone signal(s) with area code 570 for Greg Bell at The Wealth Factory.
Where is Greg Bell based?
Greg Bell is based in Williamsport, Pennsylvania, United States while working with The Wealth Factory.
What companies has Greg Bell worked for?
Greg Bell has worked for The Wealth Factory, Leadership Baltimore County, Goucher College, Lycoming College, and Roche Financial.
How can I contact Greg Bell?
You can use AeroLeads to view verified contact signals for Greg Bell at The Wealth Factory, including work email, phone, and LinkedIn data when available.
What schools did Greg Bell attend?
Greg Bell holds Ba, Double Major: Business Administration — Finance & Economics from Lycoming College.
What skills is Greg Bell known for?
Greg Bell is listed with skills including Fundraising, Alumni Relations, Higher Education, Event Planning, Strategic Planning, Volunteer Management, Public Relations, and Stewardship.
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