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Adam P. Bell, CFP®

Adam P. Bell, CFP®

Vice President of Investments

Adam joined the RockBridge Wealth Management Team in September of 2008. He concentrates his efforts in the area of financial planning and services to retirees.

Adam is a graduate of the University of South Alabama where he studied Gerontology. After graduating, he put his knowledge to work as the Disaster Preparedness Coordinator with Senior Citizens Services of Mobile. Adam was promoted after a year in that position to Program Manager, which required him to implement social programs and activities that would be of value to senior citizens in the community.

The consistent interaction Adam had with retirees in this position gave him an understanding of many of the financial issues facing senior citizens/retirees today. This motivated Adam to seek a career more directly related to helping retirees manage their financial challenges and ultimately led him to RockBridge Wealth Management. In an effort to improve his professional knowledge and provide his clients with the best possible advice, he distinguished himself by earning the designation of CERTIFIED FINANCIAL PLANNER™.

Adam is a native of New Orleans and has lived in the Mobile area since 1989 when his family relocated there. Adam enjoys playing the guitar and singing, spending time with his three nephews, and working toward his 2nd Degree Black Belt in Karate. In case you might be wondering, Adam is also the son of Damian Bell, the Managing Partner at RockBridge.