Paul Jarvis Selected as Medical Economics “Best Financial Adviser for Doctors” 2011 & 2012
As a portfolio manager at Bell State Bank & Trust, Paul Jarvis specializes in helping clients accumulate, grow, protect and distribute wealth through comprehensive financial plans tailored to their needs and goals. Paul not only helps clients set specific and realistic goals, but also provides an objective view of how their goals fit with other aspects of their financial situation.
Paul is an often-requested speaker who has presented at events including military financial readiness conferences, the North Dakota Women’s Network and financial planning workshops. A recognized expert in wealth management appearing in The Wall Street Journal, USA Today, Investment News, CNN Money, Yahoo Finance, the Hudson Star-Observer, Prairie Business magazine, and the Fargo Forum and has been featured on KFGO radio.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional and earned his bachelor’s degree from the University of St. Thomas in St. Paul, where he studied business law and English. He and his wife, Ann, and their twins, Avery and James, live in Fargo, N.D.