Jean Bedell

Jean Bedell

Partner

Jean is a Partner in the firm’s Tax practice and serves as a Technical Leader of our Estate and Trust Team. She has over 22 years of experience providing personal financial and estate planning to high-net-worth individuals and business owners. Before joining the firm, she worked at KPMG as a financial planner to Fortune 500 executives with The Ayco Company.

Jean serves on the Board of the Community Foundation of the Greater Capital Region and is a member of their Professional Advisors Council.

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

Jean Bedell Environmental 2024

Office Location

Email Address

jbedell@bonadio.com

Office Phone

(518) 250-7758

Education

Siena College B.B.A in Business Administration

Industry Expertise

Service Expertise

Affiliations

  • Estate Planning Council Eastern NY Chapter
  • AICPA
  • NYSSCPA

Credentials

  • CPA
  • CFP(R)
  • PFS

Community Involvement

  • Professional Advisor Council Member and Board Member of the Community Foundation of the Greater Capital Region