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Jean Bedell

Jean Bedell

Principal

Jean is a principal with Bonadio Wealth Advisors, the firm’s financial planning division. She provides tax and personal financial planning to a wide range of clients includinghighnetworthindividualsandbusinessowners.Jeanspecializesinestatetaxplanningandnon-qualified deferred compensation plan tax consulting.Prior to joining the firm she worked at KPMG and was a financial planner to Fortune 500 executives with The Ayco Company.

When not working, Jean enjoys reading, traveling, and spending time with her husband and two daughters

Professional Affiliations

  • Estate Planning Council Eastern NY Chapter
  • AICPA
  • NYSSCPA

Credentials

  • CPA
  • CFP(R)
  • PFS

Community Involvement

  • Professional Advisor Council for the Community Foundation of Greater Capital Region