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Introduced by friends as their "preacher, teacher and financial creature, Bishop brought two masters degrees, ten years of experience as a university chaplain, lecturer and dean and ten more as a teacher, department chairman, administrator, and director of counseling at two private secondary schools to the financial services industry. As a Certified Financial Planner(R) and Chartered Advisor in Philanthropy for over twenty years, he has become a nationally known speaker and practitioner, incorporating the tools and techniques of charitable giving into their retirement and estate planning. Bishop is past president and/or board member of several professional organizations and non-profit boards. He is currently Chairman of the Board of Friends Life Care System and of one of its five subsidiary companies, Intervention Associates. He also serves (or has until recently) as a board member of the Pennsylvania Prison Society and the Planned Giving Council of Greater Philadelphia. He is the Founder of the Philadelphia Philanthropy Forum and chaired Planned Giving Day in Philadelphia in 2007 and 2008. He is active in many Quaker organizations and is a member of Gwynedd Meeting. He and his wife, Ginger Hamilton have five children and twelve grandchildren.Specialties: Charitable planning, retirement planning, estate planning, risk management, investment management, and life-affirming, habit change/behavior management.
Friends Life Care System
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Chairman Of The BoardFriends Life Care System Nov 2013 - Present531 Plymouth Road Suite 500 Plymouth Meeting, Pa 19462 UsaFounded in 1985, Friends Life Care is a nonprofit Quaker organization that provides in-home health care, related personal-care services, and facility care to enrolled members. The unique Friends Life Care Plan is not the same as long-term-care insurance. You have no claim forms to fill out, no reimbursements to wait for, no high-pressure sales agents. Best of all, we actually provide and coordinate all your care ourselves with a team of credentialed, carefully screened and selected professionals. If you need anything covered by the plan, our Care Coordinators are on call 24 hours a day, seven days a week, to identify the services you need and get them to you quickly. Website: http://friendslifecare.org/index.aspx
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Chairman Of The BoardIntervention Associates Jun 2009 - PresentIntervention Associates is a nonprofit Quaker-based organization serving the greater Philadelphia region for more than 25 years. A subsidiary of the Friends Life Care System, Intervention Associates provides professional care management, home health care and related concierge services for people of all ages — including children and older adults with the most complex diseases, disabilities and issues.
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Chairman Emeritus & Founding PartnerHarvest Advisers Nov 1994 - Dec 2015Fort Washington, PaEven though I have now finally and officially resigned as an active partner, Harvest Advisers LLC continues to be a client-centered, values-focused, fee-based financial planning firm that is “Independent – Concerned – Caring.” Under the leadership of Sean M. Cook, CFP(R), Managing Partner and William L. ("Bill") Brams, CLU, ChFC, MSFS, President, we have the most successful, satisfying outcomes (and have the most fun) by working collaboratively with our clients’ other trusted advisers to solve problems and help people take (or maintain) meaningful control of their lives, often in creative ways that engender an ever enlarging sense of how they can make a difference for good within their families as well as in the wider world.We partner with clients and advisers to assist in “Managing life’s transitions. Shaping secure futures.” Our proprietary planning process, “The Family Matters Method™”, provides solutions that work to identified concerns to help our clients enjoy secure and meaningful lives.Along with my retirement, I have given up all my securities and insurance licenses as well as my professional designations. However, Sean and Bill continue to provide the services noted in the disclosure statement below:Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a registered investment adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, GA, IN, KS, MA, MI, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. -
Managing AssociateCapital Analysts Incorporated Nov 1994 - Jul 2012Disclosure: Securities and Investment Advisory Services offered by Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts Incorporated and Harvest Advisers LLC are independent non-affiliated entities. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Capital Analysts does not supervise nor is responsible for third party content, postings, or links connected to this site.
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MemberThe Pinnacle Study Group, Inc. 1997 - 2010
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Board Member & SpeakerSociety Of Financial Service Professionals - Gp 1987 - 2010
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Board Member & Chair Of Planned Giving DayPartnership For Philanthropic Planning 2005 - 2009 -
Senior Managing RepresentativePresbyterian Ministers Fund Jun 1984 - Oct 1994Provided financial planning and managed investments and insurances for religious professionals. Supervised other representatives in my office.
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Senior Managing RepresentativeCovenant Life - Pmf 1984 - 1994
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Director Of Counseling And Religious StudiesAbington Friends School Aug 1978 - Jun 1984 -
Chairman, Department Of Philosophy; Director Of CounselingThe Nichols School Aug 1973 - Jul 19781250 Amherst St., Buffalo, Ny
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Dean Of StudentsNew England College Jul 1971 - Jun 1973 -
Director, The Interfaith ChapelUniversity Of Rochester Jul 1969 - Jun 1971
Russell H Bishop Jr Skills
Russell H Bishop Jr Education Details
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History And English -
Counseling Psychology -
Course Work For Phd In History -
Comprehensive Financial Planning -
Philanthropy & Charitable Planning -
Insurance, Financial Planning -
Financial & Estate Planning
Frequently Asked Questions about Russell H Bishop Jr
What company does Russell H Bishop Jr work for?
Russell H Bishop Jr works for Friends Life Care System
What is Russell H Bishop Jr's role at the current company?
Russell H Bishop Jr's current role is Chairman Emeritus & Founder, Harvest Advisers LLC.
What is Russell H Bishop Jr's email address?
Russell H Bishop Jr's email address is ru****@****ers.com
What is Russell H Bishop Jr's direct phone number?
Russell H Bishop Jr's direct phone number is +121562*****
What schools did Russell H Bishop Jr attend?
Russell H Bishop Jr attended Williams College, Colgate Rochester Crozer Divinity School, University Of Rochester, Colgate Rochester Crozer Divinity School, College For Financial Planning, The American College, The American College Of Financial Services, The American College Of Financial Services.
What are some of Russell H Bishop Jr's interests?
Russell H Bishop Jr has interest in Writing, Keeping Current And Engaged, Volunteering, Swimming, Golf, Photography And Our Grandchildren, Genealogy.
What skills is Russell H Bishop Jr known for?
Russell H Bishop Jr has skills like Estate Planning, Retirement Planning, Retirement, Insurance, Planned Giving, Long Term Care, Risk Management, Investments, Philanthropy, Charities, Public Speaking, Strategic Planning.
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