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.
G. Eugene Gamble, Client Services Manager
Gene Joined Wealth Management Institute LTD (WMI) in 2008. Prior to joining Wealth Management Institute LTD, Gene was an Investment Analyst and Portfolio Administrator at a local Financial Planning and Investment Advisory firm, and a Financial Analyst at a successful Hedge Fund. Gene has over 17 years experience in the investment advisory industry.
At Wealth Management Institute LTD, Gene is the primary interface for WMI clients and the point person for all customer inquiries. He also performs both analytical and administrative functions. Gene is presently studying and preparing to take the Series 7 exam. Gene also is a member of the Society of Market Technicians.
In his spare time, Gene likes to spend time with his Wife Cathy, son Joshua, studying the financial markets and hacking away on a nice golf course. Gene is also a self-proclaimed wine connoisseur!
Roberto Azevedo, Client Records Manager/ Marketing Coordinator
Roberto joined Wealth Management Institute LTD in 2007. As our Client Records Manager, Roberto handles the creation, updating and maintenance of our client records. Roberto also assists with marketing.
His experience in the financial services industry includes his role of Loan Officer at Amstar Mortgage, where he was responsible for sales, marketing and customer service for individual clients. He is trilingual - fluent in English, Spanish and Portuguese
Outside the office, Roberto plays semi-pro soccer for Winchester Impact and is an avid fisherman.
Ashlie Cotter, Operations Associate
Ashlie joined Wealth Management Institute, Ltd as an Operations Associate in 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 real estate license.
Ashlie is responsible for administrative support, updating our client service data base, word processing, coordinating mailings, scheduling appointments and customer service; and is usually the first smiling face greeting clients when they walk through the door.
Ashlie currently lives in Frederick County with her husband Chris and her stepson Gracen. In her spare time, Ashlie volunteers as a foster care provider for handicapped and abused animals.
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.
