Team Bios
C. Cameron Bell, MAS, CFP, Executive Director
Cameron Bell is a Certified Financial Planner, licensed by the CFB Board of Standards. He is also a registered principal with FSC Securities Corporation.
For more than 15 years, Cameron Bell has been committed to providing sound investment advice and the highest standards of customer service to his clients.
Cameron holds a Master's Degree in Business from Johns Hopkins University. Additionally, he earned Bachelor of Science in Chemical Engineering, and this diverse, scientific and analytical perspective he brings to financial planning and investment management has helped many clients achieve their financial milestones throughout the years.
As Executive Director of the Wealth Management Institute, Cameron instills his business philosophy –combining a superior customer service ethic with thorough analytical financial skills—in each member of his staff. This steadfast commitment to achieving measurable results helps lead clients to financial independence. Bell’s professional long suits include experience in investment analysis, portfolio management, retirement, and tax planning. In addition to his various financial planning and investment management services, Cameron also conducts numerous seminars on these topics.
Cameron resides in Ijamsville, Maryland with his wife, Nan, daughter Kaitlyn and sons CJ and Colin. In his leisure time, Cameron enjoys running, hiking, reading and traveling. He is involved in various professional organizations including the Financial Planning Association.
Shaun Jones, Research and Operations Associate*
Our new addition to the staff is Shaun Jones. Shaun joined Wealth Management Institute Ltd ("WMI") in 2012. As our Research and Operations Associate, Shaun is responsible for the firm's back office - including technology initiatives, data management, and performance measurement. Shaun comes to us with over three years of experience in financial service reporting and research functions. Additionally, he assists Cameron with portfolio research. We are looking forward to using his technical skills to help us better serve our clients in this era of smartphones and instant information. We expect big things out of Shaun!
Prior to joining WMI, he was with Fortigent, where he initially worked as the senior operations analyst for their data management team. Later, he joined Fortigent's research department as an alternative investments analyst, with a focus on fund due diligence and performance analysis.
Shaun earned his BA in English from the Virginia Military Institute in 2006. Additionally, he studied at St. Anne's College, University of Oxford, U.K., on scholarship in 2005. He is a former member of the Virginia Army National Guard, and was a certified Virginia emergency medical technician (EMT-B). In his free time, Shaun trains for triathlons and is an enthusiastic football buff.
*Shaun Jones is not registered with FSC Securities Corporation.
Ashlie Butts, Client Service*
Ashlie joined Wealth Management Institute, Ltd as an Operations Associate in February of 2009. Prior to joining WMI, Ashlie's career in financial services began in 2004, where Ashlie worked as a title processor and account manager in the mortgage and title industry. In 2008 Ashlie obtained her Maryland real estate license; in 2010 she obtained her Maryland Health/Life Insurance License.
At Wealth Management Institute LTD, Ashlie is the primary interface for WMI clients and the point person for all customer inquiries. She also performs both analytical and administrative functions. Ashlie currently lives in Frederick County with her husband Chris and dogs, Sophie & Jake. In her spare time, Ashlie rescues and provides foster care handicapped and abused animals.
*Ashlie Butts is not registered with FSC Securities Corporation.
Nan Bell, Corporate Secretary
Both within and without, The Wealth Management Institute is a family-oriented enterprise. Executive Director Cameron Bell’s lovely wife, Nan, provides support with client communications, bookkeeping and accounting for the firm, and assists clients whenever the need may arise.
