Rick Bell joined Waverly Advisors in December 2024 when Planning Capital Management was acquired by Waverly Advisors, LLC. Rick joins Waverly as a Partner, Regional Director and Wealth Advisor.
Rick’s experience came from working with a National Brokerage firm where he provided investment strategies and asset management solutions to high-net-worth private clients, institutions and non-profit foundations. Later he joined an independent firm where he helped to develop this, predominately insurance and estate planning, boutique into a wealth management firm.
As a believer in an informed clientele, Rick has presented in depth educational programs about various aspects of finance, such as Manager Selection and The Need for Investment Policy, Effective Asset Allocation, Tax Act Effects, Philanthropic Estate Planning, and other related topics to clients, local certified public accountants, area businesspeople and foundations.
Rick and with his family are active with South Jersey Juvenile Diabetes Research Foundation (JDRF), where his wife Donna served on the Board of Trustees of the National Foundation for Celiac Awareness (NFCA).
In addition to his dedication to economics and wealth management, his greatest joy comes from spending time with his wife, Donna, and their four children, Ashley, Janey, Riley, and Evey, in Cherry Hill, New Jersey