Russell H Bishop Jr

Russell H Bishop Jr Email and Phone Number

Chairman Emeritus & Founder, Harvest Advisers LLC @
Russell H Bishop Jr's Location
Fort Washington, Pennsylvania, United States, United States
Russell H Bishop Jr's Contact Details

Russell H Bishop Jr personal email

n/a
About Russell H Bishop Jr

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.

Russell H Bishop Jr's Current Company Details
Friends Life Care System

Friends Life Care System

Chairman Emeritus & Founder, Harvest Advisers LLC
Russell H Bishop Jr Work Experience Details
  • Friends Life Care System
    Chairman Of The Board
    Friends Life Care System Nov 2013 - Present
    531 Plymouth Road Suite 500 Plymouth Meeting, Pa 19462 Usa
    Founded 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
  • Intervention Associates
    Chairman Of The Board
    Intervention Associates Jun 2009 - Present
    Intervention 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.
  • Harvest Advisers
    Chairman Emeritus & Founding Partner
    Harvest Advisers Nov 1994 - Dec 2015
    Fort Washington, Pa
    Even 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.
  • Capital Analysts Incorporated
    Managing Associate
    Capital Analysts Incorporated Nov 1994 - Jul 2012
    Disclosure: 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.
  • The Pinnacle Study Group, Inc.
    Member
    The Pinnacle Study Group, Inc. 1997 - 2010
  • Society Of Financial Service Professionals - Gp
    Board Member & Speaker
    Society Of Financial Service Professionals - Gp 1987 - 2010
  • Partnership For Philanthropic Planning
    Board Member & Chair Of Planned Giving Day
    Partnership For Philanthropic Planning 2005 - 2009
  • Presbyterian Ministers Fund
    Senior Managing Representative
    Presbyterian Ministers Fund Jun 1984 - Oct 1994
    Provided financial planning and managed investments and insurances for religious professionals. Supervised other representatives in my office.
  • Covenant Life - Pmf
    Senior Managing Representative
    Covenant Life - Pmf 1984 - 1994
  • Abington Friends School
    Director Of Counseling And Religious Studies
    Abington Friends School Aug 1978 - Jun 1984
  • The Nichols School
    Chairman, Department Of Philosophy; Director Of Counseling
    The Nichols School Aug 1973 - Jul 1978
    1250 Amherst St., Buffalo, Ny
  • New England College
    Dean Of Students
    New England College Jul 1971 - Jun 1973
  • University Of Rochester
    Director, The Interfaith Chapel
    University Of Rochester Jul 1969 - Jun 1971

Russell H Bishop Jr Skills

Estate Planning Retirement Planning Retirement Insurance Planned Giving Long Term Care Risk Management Investments Philanthropy Charities Public Speaking Strategic Planning Asset Management Wealth Management Succession Planning Portfolio Management Preacher Teacher Financial Creature Non Profits Long Term Care Financial Planning Strategic Financial Planning Mutual Funds Financial Planners Wealth Fixed Annuities 401k Financial Services Investment Management Finra Securities Nonprofits Asset Allocation Investment Advisory Leadership Iras Financial Advisory

Russell H Bishop Jr Education Details

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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