Wealth & Fiduciary Associate
What I appreciate most about working for Bell is the bank gives employees opportunities to work in any area they where have interest. (I also love the Christmas parties!)
I enjoy working with my co-workers in the wealth management department. I have been blessed to be able to learn from the best advisors in the field. I also enjoy the many opportunities that are available to continue to build my knowledge in wealth management. I help our customers by keeping their investment accounts in compliance, completing any account requests they have, maintaining an ongoing relationship and building trust when it comes to managing their assets.
Outside of work, I often spend my free time camping, hiking, kayaking and traveling. I’m also interested in playing and watching sports – mainly football.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.