Kerry Bell,

CFP® Vice President, Investments

Kerry is a CERTIFIED FINANCIAL PLANNER practitioner with more than 21 years of experience in the financial services industry. By voluntarily completing the CFP® Board’s rigorous certification process, Kerry has taken an extra step to demonstrate his professionalism and commitment to the board’s continuing education requirements and higher ethical standards.

Kerry employs a custom investment process and develops comprehensive financial strategies to help clients meet their needs at every stage of their lives. A lifelong interest in the markets and the inner workings of the economy spurred his career choice, but he soon learned that helping his clients work toward financial independence is even more interesting and rewarding. A competitive golfer, Kerry understands how risk and reward go hand in hand, and the importance of being patient while working toward long-term goals.

Kerry started his financial advisory career at A.G. Edwards in 2002, which eventually became part of Wells Fargo Advisors. He joined Raymond James in 2014 because the firm’s independence and stability support the client-centric way he runs his business. Kerry earned his bachelor’s degree in finance from the University of North Alabama and now makes his home in Huntsville. In his free time, Kerry enjoys spending time with his family, golf, soccer and other fitness pursuits.

 

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