Scott began his investment career after graduating from The Pennsylvania State University in 1971. Within seven years he became a partner of the NYSE firm of Elkins Morris Stroud & Company in Philadelphia, PA. Scott was then elected to the five person board and in 1982 was instrumental in the sale of the firm to Prudential Securities where he became a Senior Vice President and Member of the Chairman’s Council. In 2000, Scott joined Morgan Stanley as a Senior Vice President and was a Member of the Chairman’s Club.

After graduating from Lafayette College with a degree in business and economics, Mr. Miller began his career at Morgan Stanley, where he gained valuable experience and developed a solid foundation in the financial industry, but also knew that there was a better way to serve clients. In 2005, fueled by the desire to treat clients fairly, with a simple fee structure and no hidden fees along with the freedom to select investments that were best for them, not his employer, J. Scott Miller Jr. co-founded Blue Bell Wealth Management. J. Scott Miller Jr.’s exceptional skills and commitment to his clients have earned him recognition as a FiveStar Wealth Manager for the past 12 years. Furthermore, he is passionate about sharing his knowledge and expertise with others. He has mentored numerous college and high school students and currently teaches at Arcadia University, where he is invited to instruct and inspire future business leaders. Formerly he served as an advisory board member of Institutional Investor RIA Forums, a platform for industry leaders to exchange insights and shape the future of wealth management. In addition to speaking at the RIA Forum, Mr. Miller has also spoken at or been at panelist at the annual Structured Products Association Conference as well as at Bloomberg Seminars and has appeared on the Executive Leaders Radio program. Scott Miller Jr.’s expertise has been sought after by various financial publications, including The Wall Street Journal, Investment News, Bloomberg Briefs and among others. Aside from his professional endeavors, J. Scott Miller Jr. is a dedicated husband and father. He is happily married to his wife Sheila and the proud father of three children.

Prior to the founding of Blue Bell Private Wealth Management, Justin was an Investment Advisor at Morgan Stanley. Justin specializes in client relations at Blue Bell Private Wealth Management; continuously meeting with clients, reviewing account holdings, discussing policies and procedures, while educating the client about our approach to investing. He is also designated as the firm’s Chief Compliance Officer and also serves as Chief Operating Officer. Justin lives in Harleysville, PA with his wife, daughter, and two sons.

Jon graduated in May 2006 from The Pennsylvania State University with a B.S. in Finance and a minor in Economics. As a student in the Smeal College of Business at Penn State, he was an active member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy Sector. Jon is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.

Alex is a native of the greater Philadelphia area, growing up in Lansdale, PA and attending Christopher Dock High School. Before graduating from Temple University with a B.S. in Finance, Alex served four years in the United States Marines Corps. Alex started at Blue Bell Private Wealth Management as an intern in August 2017 before joining full-time in July 2018. Alex is an Investment Advisor Representative with a focus on building and maintaining client relationships.

Hank is a CFP® professional, a certification awarded to individuals who have completed extensive education and experience requirements, and who meet the high standards of competency and ethics established by the CFP Board. Additionally, Hank obtained the Chartered Financial Consultant® designation and the Retirement Income Certified Professional® program designed to help clients plan for a secure retirement. Before joining Blue Bell Private Wealth Management, Hank was an Investment Advisor at Morgan Stanley. He received his Master’s degree from Temple University and his Bachelor’s degree from La Salle University. Born and raised in Philadelphia, Hank currently resides in Blue Bell with his wife. He enjoys golfing, traveling and solving crossword puzzles.

Graduating from Franklin and Marshall College in 2012 with a major in Mathematics and a minor in Economics, Dan has spent over a decade in the financial services industry. Earning his CFP® certification in 2019, Dan has demonstrated a comprehensive understanding of the complex decisions that clients face throughout their financial lives. Dan applies a holistic approach to financial planning, recognizing that a deep understanding of clients’ personal ambitions is as important as understanding their finances to give proper guidance. Dan lives in Wayne, PA, with his wife, daughter, dog, and two cats. In his personal time, Dan enjoys travelling, playing soccer, biking, and giving back to his community.

Mike began his career with a large broker-dealer after graduating from The Pennsylvania State University Smeal College of Business with a B.S. in Economics in 2005. Mike has maintained his Certified Financial Planner (CFP®) designation for over 10 years and has spent most of that time in the background doing financial planning analysis, investment research, portfolio management, and trading. Mike has decided to come out of the shadows to focus his skills on working with clients directly and is proud to be on the team at Blue Bell Private Wealth Management. His journey in the financial services industry has shown he only wants to sit on the same side of the table as his clients.

Bonnie was born and raised in southern New Jersey. After getting her degree in Communications, she worked in the casino industry as a personnel manager. After 15 years she changed careers’ and worked as an assistant office manager at a primary care doctor’s office. She and her husband moved to PA in 2017, where she began working at Blue Bell Private Wealth Management, when her children were grown. Recently, Bonnie has become a new Grandparent, which prompted the move back to South Jersey to be minutes away from her children and growing family. She and her husband enjoy volunteering for an environmental group in the area and continue the photography business that her husband started over 30 years ago.

Elliot Williams has a decade-long tenure in the financial services industry. He excels in utilizing technology to transform complex issues into actionable initiatives. His collaborative approach with stakeholders has been instrumental in resolving challenges and driving organizational success. With a passion for continuous growth and advancement, Elliot is thrilled to leverage his skill set and make a lasting impact at Blue Bell Private Wealth Management. Outside of the professional realm, Elliot is a devoted Philly sports fan and enjoys the thrill of motorcycle riding. He also finds solace in outdoor activities, such as taking his two dogs to the park, hiking with his wife, and playing recreational soccer. Elliot is also very excited to welcome their first child, due May 2024!

Lauren just joined the Blue Bell Private Wealth Management team in October 2022. Lauren has lived in the area her entire life. She grew up in Collegeville and now resides in Blue Bell. Lauren graduated from DeSales University with a B.S. in Criminal Justice but found her calling as an Administrative Assistant right out of college. She has worked in the administrative assistant role throughout her career. Lauren enjoys cooking, and spending time with her Goddaughter and two dogs.

Gena is a native of the Southern New Jersey area. After obtaining her MSM, Master’s Degree in Business Administration, Gena worked for Ameriprise Financial in Tampa, Florida, where she scored the highest client satisfaction score in the Southern Region with a 100% customer service score. Her passion for building successful client relationships and providing exceptional care started in her childhood as she helped at her parents’ hotel business. After relocating back to the Southern New Jersey area, Gena obtained her New Jersey Real Estate license. Besides her two children, some of her greatest rewards have come from the relationships she has built with clients over the years. With a desire to help people, Gena will work hard on your behalf. When Gena isn’t working, she enjoys spending time with her family and friends, cooking, traveling, and taking walks on the beach with the family’s beloved Golden Retriever, Buddy.