J. Brandon Bell (“Brandon”) is the President and founder of Bell Wealth Management, Inc. He is
a highly regarded wealth advisor, dedicated to simplifying, yet strengthening his client’s
financial position through an integrated, holistic approach. As a recognized community leader,
public speaker, and workshop instructor, Brandon’s expertise lies in comprehensive wealth
management. He has specialized and unique knowledge in coordinating tax reduction with
wealth building, estate and legacy development plans, and income distribution planning.
Education and Experience
Specializing in the field of wealth management, Brandon began his dedication to continuous
growth by earning a Bachelor of Science from Mississippi State University. Later, he acquired his
official designation as a Certified Estate Planner, and Chartered Retirement Planning Counselor,
Series 65 – Uniform Investment Advisor Law Examination. Continuing to advance his skills,
Brandon achieved the Certified Estate Planner designation in 2023, where he is currently the
sole designee of this achievement in Western Virginia. He has personal experience serving as
an executor in familial estates and understands the many complexities which accompany the
estate settlement process.
Community Involvement
By serving as President of the Roanoke Chapter of the American Financial Education Alliance (a
non-profit organization who assists with ending financial illiteracy in America), Brandon brings
his devotion to the educational arena by providing free financial seminars to residents of
Southwest Virginia. He is formerly a member of the Virginia Board of Education and Board of
Visitors at Radford University.
Serving others is an essential element of Brandon’s personal as well as professional career. He
was elected and served two terms in the Virginia State Senate, where he served as the
Chairman of the Virginia Small Business Commission during his first term. He currently serves
as a Trustee on the Board of the Virginia Retirement System, as well as serving as Chairman of
the Audit and Compliance Committee. Brandon resides in Roanoke, Virginia with his wife and
two children, is a committed dog dad, and is a long-time member of Christ the King Presbyterian
Church.