Samuel Bell's Location
Marietta, GA, US
Samuel Bell's Work
- Managing Director @ Private Wealth Insurance Group (SBA)
- Vice President and Wealth Management Advisor @ Merrill Lynch
- Senior National Sales Consultant - Georgia and Mississippi and Kentucky and Tennessee @ TIAA
- Private Banking VP Relationship Manager – Corporate Banking (Mercantile and Boatmen and Nationsbank) @ Bank of America
- Assistant Branch Manager and Asst. Compliance Officer @ Millennium Global Investments Ltd.
Samuel Bell's Education
- Duke University
Executive Masters (Financial Planning)
2001 - 2003 - University of Pennsylvania - The Wharton School
Executive (Private Wealth Management)
1999 - 2000 - Clark Atlanta University
B.A. (Business)
1993 - 1996
Samuel Bell's Skills
- Personal Finance
- Business Planning
- Wealth Preservation Strategies
- Insurance
- Strategic Financial Planning
- Investments
- Financial Advisory
- Securities
- Marketing Strategy
- Marketing
Samuel Bell's Summary
Samuel Bell, based in Marietta, GA, US, is currently a Managing Director at Private Wealth Insurance Group (SBA), bringing experience from previous roles at Merrill Lynch, TIAA-CREF, Bank of America and Millennium Global Investments. Samuel Bell holds a 2001 - 2003 Executive Masters in Financial Planning @ Duke University. With a robust skill set that includes Personal Finance, Business Planning, Wealth Preservation Strategies, Insurance, Strategic Financial Planning and more, Samuel Bell contributes valuable insights to the industry. Samuel Bell has 2 emails on RocketReach.
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