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Vern Bell

Portfolio Manager and Investment Advisor
Dallas, Texas, United States
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Vern Bell is a seasoned financial professional affiliated with Texas Elite Advisory, a fee-based Registered Investment Adviser. Bell specializes in the internally managed Elite Relative Value Strategy, catering mostly to mid-career and retired technology professionals such as engineers and software developers.

Bell offers a range of services to retail clients, including analyzing account performance, assisting with 401k roll-overs, managing traditional and Roth IRAs, optimizing SEP and Beneficiary IRAs, professionally managing 401k accounts, and retirement planning.

In terms of education, Bell holds an MBA in Management from Amberton University, an AA in Electronics Technology from Southeast Community College, and a BS in Management of Engineering Technology from Amberton University.

Throughout his career, Bell has held various leadership positions, including Multi-Discipline Senior Financial Services Executive and former President and Portfolio Manager at Texas Elite Advisory. He has also worked with organizations such as Enterprise Benefits, Thrivent Financial for Lutherans, VERITAS Software, Clear Systems, Inc., DICKEY-John Corp, and Burr-Brown Corp (acquired by Texas Instruments).

This public profile is provided courtesy of Clay. All information found here is in the public domain.