Blue Bell Private Wealth Management Welcomes Joshua Pearson, CFP®, as Investment Advisor Representative [Yahoo! Finance]
Bank of America Corporation (BAC)
Last bank of america corporation earnings: 4/15 06:45 am
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Source: Yahoo! Finance
management firm serving individuals and families across the greater Philadelphia region, is pleased to announce the addition of Joshua Pearson, CFP ® , as an Investment Advisor Representative. In his new role, Mr. Pearson will serve as a Private Wealth Advisor, working closely with clients to develop personalized, goal-based financial plans that align with their long-term objectives. His practice centers on three foundational pillars: behavioral coaching, tax planning, and estate planning — areas he believes are essential to building generational wealth and lasting financial well-being. "We are delighted to welcome Josh to the Blue Bell Private Wealth Management team," said Justin Capetola, Managing Partner. "His deep commitment to client relationships, combined with his credentials and broad industry experience, makes him an exceptional addition to our firm and to the families we serve." Scott Miller, Managing Partner, echoed that sentiment. "Josh brings exactly the kind of cli
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