portrait of Patrick R Bell

About Patrick

Welcome! I am Patrick Bell, and as a financial advisor at Edward Jones, I enjoy working with families and small business owners to set goals and build personalized investment strategies that help each client prepare financially for the future. Alongside my branch office administrator, Beth Buhler, we seek to develop trust with our clients by getting to know what is most important to them in order to earn the right to serve their needs throughout the ups and downs of life and market cycles.

I moved to Loveland in 2008 and married my beautiful wife, Kate. We have five amazing...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • West Virginia UniversityMaster of Arts
  • Grove City CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Woodworking
  • Reading

Team Members

  • Beth Buhler
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

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