I am passionate about helping families, businesses and organizations envision and realize their goals and objectives. In 26 states, I am privileged to serve; grateful to be their first choice when seeking help in crafting a realistic strategy to achieve their serious, long-term financial objectives.
While growing up in Providence, RI, I was fortunate to see my paternal grandfather develop a number of thriving businesses while being raised by my single, hard-working mom. I am keenly aware of differences in circumstance and the need to assist everyone with compassion and respect.
I believe we must understand what you are working toward and your timetables before we develop that strategy and position your money. Living, college, retirement; working together, we can design the optimal strategy to get there. We then address living in retirement, so you have more options when you are done working.
In 2008, I began my career at Edward Jones. I live in Westford, MA, have two adult children and two grandchildren. I served on the Littleton Zoning Board of Appeals for six years and as president of the Littleton Rotary Club. I also served on The Littleton Town Finance Committee and as a trustee for the Tahattawan Masonic Lodge.
I served on the board of "Budget Buddies" and the Development Committee for the Virginia Thurston Healing Garden. I taught financial literacy at Littleton High School and provided performance sound management for three Open Door Theatre shows.
I earned a B.A. '74 from Northeastern, an Ed. M. from Harvard Ed School '77 and the AAMS® in 2016. I enjoy leading retreats, DJing, group drumming, camping and cooking.
My Senior BOA, Diane Baker, teams with me to provide exceptional client service.
Relationships are key, and I believe meeting face to face, by phone or virtually builds strong relationships. I would like to meet with you so I can share my approach to serving you and the commitment I make to my clients.
Let's schedule a conversation soon!
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Movies & Entertainment
Office Address222 Great Rd Ste 8
Littleton, MA 01460 opens in a new window
Phone NumberAlan D Bell at (978) 486-1059
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