CFA, CFP®
Lead Advisor
Jacqueline A. Bell

Education

  • Harvard University BA History and Science

Professional Organizations

  • CFA Institute and CFA Society of San Diego, Inc.

  • Financial Planning Association (FPA)

Community Involvement

  • Harvard Club of San Diego

  • San Diego Women’s Foundation, Membership Committee

Jacqueline Bell is a Lead Advisor at Dowling & Yahnke Wealth Advisors.

Since joining Dowling & Yahnke in 2007, Jacqueline has been managing portfolios and guiding clients through all phases of their financial lives.

Jacqueline holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). She has a Bachelor of Arts degree from Harvard University, where she graduated magna cum laude in History and Science.

Jacqueline has more than twenty-five years of experience in investment management, including ten years managing a global equity mutual fund for Merrill Lynch Investment Managers (now BlackRock, Inc.).

Born and raised in Jamaica, Jacqueline enjoys living in La Jolla.

Dowling & Yahnke offers time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations.

 

What inspired you to work in the financial industry? 

Growing up my grandmother taught accounting, my mother was a banker, and my father was the CFO of a Jamaican household goods conglomerate, so I’ve always been interested in finance.

 

Why did you join Dowling & Yahnke? 

I researched San Diego firms when I was moving here from the East Coast and D&Y consistently got top marks for the quality of its people and its dedication to putting the clients’ interests first.

 

What is your favorite spot in San Diego? 

Torrey Pines State Reserve. It’s a perfect showcase for San Diego’s natural beauty and our healthy outdoor lifestyle. I take all my out-of-town visitors there.

 

Which hobby are you most passionate about? 

Dancing. I grew up dancing ballet and now dance tango and salsa. It’s good exercise as well as great stress relief. 

 

What book are you currently reading? 

It Can’t Happen Here by Sinclair Lewis