Solutions Designed for Your Life and Legacy
Helping business professionals and high-net-worth individuals and families with all their private banking and wealth management needs.
Our Approach
Your needs are unique and complex. You need someone who understands the full picture. At Bell Bank, our approach is far more than reviewing the numbers. It’s understanding your financial, business and family goals for every life stage – and building a comprehensive plan to help you achieve them.
Credit Solutions
- Partner capital buy-in loans
- Executive lines of credit
- Deposit and cash management
Personal Mortgage
- Homes and investment properties
- Home equity loans/lines of credit
- Custom financing solutions
Private Client Services
- Financial planning
- Investment management
- Trust and estate management
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.
In Business Together: Bell Bank + the Michelle Young Foundation
As a teacher, Michelle Young noticed a gap between privileged and underprivileged students in her classroom. To address that disparity, she created the Michelle Young Foundation to connect students with educational learning and team sports opportunities they might not normally have access to. Watch the video or read more to see how Bell has helped Michelle and her foundation.
Contact Us
Our private banking capabilities are wide-ranging and flexible. Contact the private banking lead in your area to learn more.
Ben Allen III
SVP/Private Banking Manager
480-909-3931 | bcallen@bell.bank
NMLS #761359
Bethany Kleven
VP/Private Banking Officer
701-298-7112 | bkleven@bell.bank
NMLS #473100
Tina Davis
SVP/Private Banking Manager
NMLS #828996
