bell bank wealth management

bell bank has promoted a group of experienced advisors – jason schuller, brooks bollinger, becky walen and matt bushard – as the “next generation” of leaders for its wealth management division across the company, which has regional hubs in minneapolis, fargo and phoenix. he joined bell bank’s wealth management division in 2016 and has more than 20 years of experience in law and wealth management. bollinger has been named senior vice president/twin cities wealth management director, leading bell’s growth in and around the twin cities and duluth, in addition to responsibilities in phoenix with bell’s expansion in that market. he spent several seasons playing in the national football league and coaching high school and college football after retiring. he joined bell in 2019 and lives with his wife and five children in eagan, minn. walen has been named senior vice president/market development director for wealth management, focusing on growth and business development for the entire division.

she joined bell in 2013 and has been in wealth management for more than 20 years. she and her husband live in fargo and have three children. bushard, vice president/senior wealth advisor, will lead bell’s financial planning services across the division. he joined bell in 2011 and holds the certified financial planner designation. “we are very proud to promote these four to lead wealth management and help our team members in the twin cities, fargo, phoenix, and across our company,” said patrick chaffee, executive vice president/banking and wealth management administration.

our wealth management teams are dedicated to a single mission: to help you navigate a complex financial world in pursuit of your goals. how do we build investment portfolios designed to meet long-term goals? with more than $6 billion in assets entrusted to bell bank, we balance our focus bell bank wealth management’s comprehensive financial services go well beyond basic investment options. we’re your financial gps, helping you navigate your, bell bank investments, bell bank investments, bell investments, bell wealth management, bell bank retirement.

bell bank wealth management makes it fast and easy to roll your retirement funds into an ira. we help you get everything started and talk you through the monday through friday from 7:00 a.m. to 7:00 p.m. ct. call (855) 225-bell (2355). administer a plan? go to sponsor login terms & conditions. becky walen cfp. svp market development director phone: (701) 451-3079 send an email 15 broadway n fargo nd 58102, bell bank retirement login, myplan bell bank, bell bank trust department, bell bank executives. is bell bank a good bank? is wealth management a good business? what is wealth management in retail banking? is bell bank fdic insured?

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