John T. Bell Cfp® Email & Phone Number

As your trusted Wealth Management Advisor from U.S. Bancorp Investments, there are a number of wealth management matters we can discuss to help you work toward building, preserving and transferring your wealth: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers ofattorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trusteeissues, and distribution of wealth and charitable inclinations at death. I have four years in the financial industry, am a Certified Financial Planner CFP® and, as your financial advisor, will provide you with strategic investment strategies, personalized plans andcomprehensive advice to help you achieve your financial goals. Please direct all business communications to me at johnathan.bell@usbank.com./*********/Investment and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.

Listed skills include Public Speaking, Customer Service, Consumer Lending, Financial Analysis, and 6 others.