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C. Cameron Bell, MAS, CFP

Executive Director

(301) 926-7276

(301) 926-0530

Cameron Bell is a Certified Financial Planner, licensed by the CFP. For more than 15 years, Cameron Bell has been committed to providing sound investment advice and the highest standards of customer service to his clients. Cameron...

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Kelly Pell

Client Services Manager

301-926-7276 ext 104


Kelly is our Client Service Manager. She has a previous career in operations and sales management. Reach out to Kelly with any of your service needs and to schedule appointments with Cameron. 

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