Roger is the founder of Roger R. Bell & Company, Inc. His 49 years of experience in the corporate, banking, investment, and insurance industries assist him with his primary responsibilities today, which range from relationship management to investment, financial, estate, and elder care planning.
Roger provides a wide scope of services that address numerous financial challenges that affect the overall well being of individuals, families, professionals, and small business owners. On August 6, 2016, in TheStreet.com article titled " Parental Money to Adult Children: Do Loans Work Better Than Gifts?", Roger provided experienced insight on how parental loans and gifts to adult children can create negative dynamics in the family unit. In the fall of 2015, Roger was quoted by the U.S. News & World Report-Money in an article titled, "4 Money Mistakes People Often Make After a Spouse Dies." In addition, Roger shared his knowledge by publishing an article titled, "Who Controls the Market, No One! Tips for peace of mind.", pertaining the market's recent violatility, which was published in ForwardGeek.com. In late 2009, Roger was priviliged to be interviewed for an article titled, “Financial Planning is Necessary Now More Than Ever”, which was published in Forbes.com, Market Watch, Reuters and Yahoo! Finance.
Currently, Roger resides in Pulaski County with his wife Jane and their English Springer Spaniel, Bailey Alexander. In his free time, Roger enjoys water sports, fitness training, perusing financial and history books, home renovation, and spending time with his family and close friends. He is active in Pulaski First United Methodist Church and is involved in various community organizations, where he enjoys volunteering to support efforts in development and providing emergency communications for the region through the Amateur Radio Service. Roger is also a member of the Financial Planning Association.
With 26 years of experience in the financial services industry, Jane believes that everyone can benefit from financial advice and investment planning. She thinks that working with a seasoned and well- grounded financial planner is not only imperative, but also essential. Jane feels that it is always the wisest course of action to obtain experienced and objective guidance from a planner who exercises fiduciary responsibility to the client by placing the client’s interests above that of his/ her own.
Jane’s responsibilities include client relationship management, account maintenance, new business processing, office systems upkeep, and marketing implementation. She strives to give special attention to every client by letting him or her know that they are valued and their individual needs are important.
Jane graduated cum laude from Radford University with a Bachelors of Science degree in 1981. In addition to being an active member of the First United Methodist Church, Jane enjoys assisting in various community functions throughout the New River Valley and is a member of the Financial Planning Association.