Advisor profile


My approach

Moreland Bell - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Moreland Bell - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6 & 7 Licensed
  • Variable Life & Variable Annuity in GA

Education

  • University of Mississippi, B.B.A.

Interests

I enjoy spending time with family, golfing, fishing, and hunting.

Community participation

Active in Trinity Presbyterian Church

Coastal Conservation Association

Little League Sports

Youth Baseball Coach, Buckhead Baseball

Youth Football Coach, NYO

Previous experience

  • Financial Advisor, RBC Wealth Management, 2006-2011, Atlanta, GA
  • Financial Advisor, Bank of America, 2002-2006, Atlanta, GA