Financial Advisory for Women

It's About Time.

 

    

Bell Tower Advisors Philosophy

  • We are independent
  • We are fee-only
  • We act as fiduciaries on behalf of our clients
  • We are committed to remain a boutique firm
  • We serve women (and like-minded men!)

Biography

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Margie Carpenter, CFP®, CDFA™

T: 440-318-1820
margie@belltowerllc.com

Founder, Bell Tower Advisors, LLC

 

I started Bell Tower Advisors to empower women.  As a small, boutique firm, I am able to create a more intimate and comfortable environment which honors the women I counsel.

As founder of Bell Tower Advisors, I bring the following experience:

  • 30 years in the financial services and investment advisory industry
  • While at several large advisory firms, I had direct experience managing client assets ranging from $500,000 to $15 million
  • Extensive asset class research and ETF/mutual fund analysis
  • CDFA™ (Certified Divorce Financial Analyst, 2013)
  • CFP® (Certified Financial Planner, 2002)
  • Formally presented original investment research  on Emerging Markets at national conferences
  • Taught college level course “Principles of Finance”
  • BA from Bates College (1979)
  • MBA from Emory University (1985)
  • Mom to two daughters
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