BLUE BELL, PA — Blue Bell Private Wealth Management has appointed Joshua Pearson as an investment advisor representative, where he will serve as a private wealth advisor working with clients on financial planning and investment strategies.
Pearson will focus on developing goal-based financial plans that incorporate behavioral coaching, tax planning, and estate planning, according to the firm.
He previously held roles at Vanguard, Merrill Lynch, and WSFS Bank, where he worked in wealth management and client advisory services.
Pearson holds the Certified Financial Planner designation, awarded by the Certified Financial Planner Board of Standards.
“We are delighted to welcome Josh to the Blue Bell Private Wealth Management team,” said Managing Partner Justin Capetola, citing his experience and client-focused approach.
Managing Partner Scott Miller said Pearson’s approach aligns with the firm’s advisory model and client service standards.
“I am thrilled to join Blue Bell Private Wealth,” Pearson said. “My focus has always been on bringing every aspect of a client’s financial life into a single, clear vision.”
Blue Bell Private Wealth Management is an independent fiduciary firm managing more than $1 billion in assets and provides financial planning and investment management services to individuals, families, and business owners.
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