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Tedd Bell

Certified Financial Planner at LPL Financial at Tucson Old Pueblo Credit Union
Intro Book
Certified Financial Planner with 18 years of experience in financial planning, investment management, and sales leadership.
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Location
Tucson, Arizona, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills
  • General Insurance
  • Financial Planning
  • Investment Portfolio Management
  • Estate Planning
  • Sales And Marketing Leadership
  • Show all
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Bio

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Tedd Bell is a seasoned financial professional with 18 years of experience in financial planning, investment management, and sales leadership. He holds certifications from The American College and Wharton School of Business, and has managed over $35 million in assets. He is fluent in English and Spanish. With a background in executive leadership and sales strategy, Tedd has worked for top companies including Merrill Lynch, US West Communications, and Pacific Northwest Bell. He currently serves as a Certified Financial Planner at LPL Financial at Tucson Old Pueblo Credit Union.

Credentials

  • Certified Financial Planner
    Certified Financial Planning Board of Standards, Inc
    Jun, 2009
    - Apr, 2026

Experience

  • LPL Financial at Tucson Old Pueblo Credit Union
    • Tucson, Arizona Area
    • Certified Financial Planner
      • Jan 2006 - Present
      • Tucson, Arizona Area

      Provide professional counseling and advice to help individuals achieve their financial goals. Currently manage over $35 million in assets. Licensed and Certified in all aspects of investments, financial and estate planning, insurance, education planning, taxes and money management. Hold Series 6, 7, 63 and 66 and the professional designation of Certified Financial PLanner. Current clients include employees of the City of Tucson, fire fighters and police.

  • Merrill Lynch
    • Tucson, Arizona Area
    • Financial Advisor
      • Jan 2005 - Jan 2006
      • Tucson, Arizona Area

  • US Census Bureau
    • Tucson, Arizona Area
    • Director of Field Operations
      • Mar 2000 - Jul 2000
      • Tucson, Arizona Area

      Directed the field operations of 1100 census workers.

  • US West Communications
    • Tucson, Arizona Area
    • Executive Director - Marketing Strategy
      • Jan 1988 - Jun 1997
      • Tucson, Arizona Area

      Provided overall product and maket strategies to protect and grow communications revenues from residence and small business clients. Competitive analysis, product management, and market research.

  • Pacific Northwest Bell
    • Washington and Oregon
    • Executive Director Sales Operations
      • Jan 1984 - Jan 1987
      • Washington and Oregon

      responsible for all sales and business office operations in Washington and Oregon. Supervised 2500 employees.

Education

  • 2007 - 2009
    The American College
    Certified Financial Planner, Finance and Financial Management Services
  • 1978 - 1979
    Wharton School of Business
    Executive Sales and Marketing Management
  • 1973 - 1974
    Arizona State University
    Masters of Business Administration
  • 1968 - 1972
    Universisty of Arizona
    Bachelor's degree, Business, Education with minor in Spanish

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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