Certified Financial Planner® LPL Financial located at TOPCU

Tucson Old Pueblo Credit Union partners with LPL Financial to assist members in preparing for the future and securing a financial strategy.

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Tedd Bell

CERTIFIED FINANCIAL PLANNER
(520) 918-0410 | tedd.bell@lpl.com

FINANCIAL INDUSTRY EXPERIENCE:

2002 – 2004 Served as community educational specialist for Consumer Credit Counseling Southwest, advising on financial management and family budgeting.

2004 – 2005  Licensed rep with World Financial Group, providing life insurance, annuities, and retirement planning.

2005 – 2006 Financial Advisor for Merrill Lynch.

2006 to present CERTIFIED FINANCIAL PLANNERfor LPL Financial located at Tucson Old Pueblo Credit Union

Knowledge Areas

Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts.   Special emphasis on developing and managing proprietary portfolios for clients with assets in excess of $100,000.

Licenses and Certifications

Series 6, 7, 63, 66 through LPL Financial, life & health, CERTIFIED FINANCIAL PLANNER.

PREVIOUS EXPERIENCE:

25 years in the communications industry in sales, marketing, advertising, and strategic planning.  Lived and worked in Tucson, Phoenix, Denver, New Jersey, Salt Lake City, and Seattle.

CERTIFIED FINANCIAL PLANNER with LPL Financial located at Tucson Old Pueblo Credit Union located in Tucson, Arizona, serving City of Tucson employees.  LPL Financial is the broker/dealer.

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Phil McNulty

CERTIFIED FINANCIAL PLANNER
(520) 918-0340 | philip.mcnulty@lpl.com

FINANCIAL INDUSTRY EXPERIENCE:

In 2010, Phil became an independent financial planner and went into business for himself. He hoped to carry his personal charter to others by helping individuals work towards the future of their dreams. With a wealth of real world experience behind him, Phil understands the impact a sound investment philosophy can have on day-to-day life.

Phil is proud to have been the founding member and first President of Sierra Vista’s first chapter of Business Network International. The Professional Pipeline Chapter of BNI provides an opportunity for owners to grow their businesses by word-of-mouth, referral networking. Phil previously served BNI as a Director Consultant focusing on training new members to become better at giving and receiving referrals.

As a veteran, Phil takes pride in being a member of the Combat Veterans Motorcycle Association Chapter 32-4, an organization dedicated to helping veterans in need all over the country

Knowledge Areas

Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts.   Special emphasis on couples trying to navigate the complex world of investing; not only for themselves, but often with an eye towards legacy goals as well. Phil’s other great passion is helping other small businesses in southern Arizona grow to their potential. He finds great personal reward in working with fellow entrepreneurs and enjoys being a resource for business owners, both new and experienced, who are interested in implementing retirement plans that seek to help them attract and retain the highest quality employees.

Licenses and Certifications

Series 6, 7, and 63 securities registrations through LPL Financial, the Series 65 advisory registration held through PFG Advisors, and life and health insurance licenses. Certified Financial Planner®.

PREVIOUS EXPERIENCE:

Originally from the East Coast, Phil served his country as a Marine for two tours of duty. Following his honorable discharge, he earned a Bachelor’s degree from the University of Memphis and then spent more than a year in Iraq working for the U.S. Army. After returning to the United States, he moved to Sierra Vista to teach Intelligence at Ft. Huachuca. Phil is also currently pursuing a Master’s degree in Financial Planning.

CERTIFIED FINANCIAL PLANNER with LPL Financial located at Tucson Old Pueblo Credit Union located in Tucson, Arizona, serving City of Tucson employees.  LPL Financial is the broker/dealer.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Advisory services offered through PFG Advisors, a registered investment advisor and separate entity from LPL Financial. Tucson Old Pueblo Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
NOT NCUA INSURED| NOT GUARANTEED BY THE CREDIT UNION| MAY LOSE VALUE

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (list states or state abbreviations here).

Rates

Rates may be fixed or variable and may include discounts or other promotional conditions. Rates are subject to change without notice.