Edward Bell

Background

About Edward Bell

Serving affluent individuals with personal attention and decades of experience, Ed Bell is proud to design and clearly communicate investment, retirement, and wealth transfer strategies to a diverse clientele on both coasts – CPA's and other financial professionals, attorneys, professors, business owners, retirees, and multiple generations of families. Ed finds it especially rewarding to work with clients who understand business and financial matters – and appreciate more granular explanations. With a rich background in the selection of tax-free municipal and taxable corporate bonds, Ed believes strongly that ownership of individual bonds can play a key role in client portfolios. Bonds, along with preferred stocks, convertible securities, REIT's, and MLP's can be combined to provide streams of cash income that nicely augment investment returns. He notes that “MLP’s pay no corporate tax and may offer sizable payouts that are not taxed as dividends.” Building what he calls “diversified income cocktails,” Ed points out that the cash returns from bond interest, dividends and MLP distributions can often comprise a significant portion of clients’ long-term total returns. “Bonds have actual maturity dates. The probability that principal and interest will be paid back in a given time frame can give client portfolios stability that they wouldn't otherwise have.” An enthusiastic student of investments, Ed communicates almost daily with the Firm’s top economists, strategists and research specialists. “It’s the best way I know to stay current with the events and circumstances that affect markets and client investments,” Ed adds. As part of each client’s overall wealth strategy, Ed seeks to optimize borrowing and liabilities. Working with lending specialists at Bank of America, Ed can provide clients with access to securities-based and residential lending, as well as credit cards, lines of credit and other borrowing solutions.