Broker Check

Team

 

C. Cameron Bell, MAS, CFP

Executive Director

(301) 926-7276

(301) 926-0530

[email protected]

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

301-926-0530

[email protected]

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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Kelly Pell

Client Services Manager

301-926-7276 ext 104

301-926-0530

[email protected]

Nan Bell

Processing Manager

301-926-7276 ext 105

301-926-0530

[email protected]