Chasity Bell, Financial Advisor

FINANCIAL ADVISOR
Chasity D Bell

CFP®, AAMS™
3578 Saint Johns Ave, Jacksonville, FL 32205opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Accountants
  • Divorce Finances
  • Real Estate and Construction
  • LGBTQ+ Finances

About Chasity

Our goal is to help improve the lives of our clients and or community in the Jacksonville area. We do this by learning about their goals and then constructing a unique financial strategy that is tailor made to them. No one client situation is the same and neither should be the advice you receive.

I am proud to service a variety of clients with diverse goals. I currently work with individual investors and small business owners. A few of the areas we address are retirement strategies, estate considerations, tax strategies and business continuity plans, as well as protection tools to protect...

Work History

  • Edward JonesSeptember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of North FloridaBachelors

Personal Interests

  • Traveling
  • Football
  • History and Museums
  • Walking
  • Wine Collecting/Enthusiast

Team Members

  • Kayla Phai
    Branch Office Administrator
  • Joshua Landon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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