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.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
