Matt Bushard , CFP®
VP/Senior Wealth Management Advisor
As a Certified Financial Planner at Bell, I work closely with individuals and families to define goals and develop a strategy for accomplishing them. A significant part of this is creating a comprehensive financial plan tailored to those goals and continuing to offer guidance throughout my clients' financial future. Developing a strong connection built on trust is what makes these relationships valuable and long lasting.
Outside of work, I enjoy playing any sport, reading a good book, and spending time with family and friends.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.