Broker Check



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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Josh Zoldan

Operations Manager

301-926-7276 ext 103


A native of San Diego, CA and graduate of the University of California at San Diego, Josh brings a western flair to Wealth Management Institute. As Operations Manager, Josh wears a lot of hats. Some of the man items he is responsible...

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