As your family's dedicated financial advisor, I will strive to deliver the client service experience that you want and deserve. To the degree that suits your individual needs and preferences, my team and I will organize and simplify each aspect of your financial life so that you can spend more time doing what motivates you, whether that be raising a family, running a business or enjoying retirement.
One of the ways we serve clients is by continually updating our branch team process in order to deliver a client experience that is up to speed on the latest industry research and technology.
Over the past 11 years as a financial advisor, I have furthered my knowledge and skillset by earning my CFP® designation. In addition, I attend valuable continuing education courses each year in order to maintain my certification and licenses.
In terms of my personal values, my goal is to live by the Golden Rule and to treat others as I would want to be treated. This value carries through in our branch team's efforts so that our clients can achieve what is most important to their families and themselves.
I got my start in this business in August of 2009 when an acquaintance offered me the opportunity to become a financial advisor with a small independent firm in Sugar Land, Texas. This career opportunity turned out to be a great fit for me because I always had an interest in learning how to invest and because I very much love serving others.
In my "free time", I participate weekly as a member of Successfully Speaking Toastmasters of Spring, Texas. I'm also a lifetime member of the University of Houston Alumni Association, and I'm an active member of Northwoods Unitarian Universalist Church here in The Woodlands. My loving husband of over 13 years, Chris, is a high school teacher with Conroe ISD; He has been my biggest supporter through it all.
If you've read this far, thank you for taking your time to do so, and please, consider me a resource. I'm only a phone call away.
- Portfolio Reviews
- Retirement Savings Strategies
- College Savings
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address6910 F.M. 1488 Rd Suite 8
Magnolia, TX 77354
Phone NumberJaclyn E Bell at (832) 934-2573
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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