Joel Lange

Sr. Wealth Advisor

Joel Lange

CFA

jlange@merceradvisors.com

512.347.9500

Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management in 2010. Since then, he has been working with individuals and families to help create effective investment plans that are efficiently designed to achieve long-term goals. His primary areas of expertise include comprehensive financial planning, investment management and trusts. Joel is a graduate of Valparaiso University (B.S., Finance) and Washington University in St. Louis (MBA). He also holds the FINRA Series 65 license and is a member of the CFA Society of Austin. Joel lives in Austin with his wife, Sandra, and their three children.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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