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Jean Bedell

Jean Bedell


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.

Office Location

Email Address

Office Phone

(518) 250-7758


Siena College B.B.A in Business Administration

Industry Expertise

Service Expertise


  • Estate Planning Council Eastern NY Chapter


  • CPA
  • CFP(R)
  • PFS

Community Involvement

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