half-circle-up
Private Banking

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.

half-circle-down

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.

Helping Clients Through Every Chapter

In 2023, an ALS diagnosis upended Tim and Angie Culbert’s plans for the next chapter of their lives together. As the Culberts adjusted to their new reality, their Bell private banking officer helped them navigate the challenges that followed and discover a renewed sense of purpose. Watch the video to see their story.

Contact Us

Our private banking capabilities are wide-ranging and flexible. Contact the private banking lead in your area to learn more.

Ben-Allen
Phoenix Metro, AZ  

Ben Allen III

SVP/Private Banking Manager
480-909-3931 | bcallen@bell.bank

NMLS #761359

Bethany-Kleven
North Dakota/West Central, MN  

Bethany Kleven

SVP/Private Banking Manager
701-298-7112 | bkleven@bell.bank

NMLS #473100

Chris-Theis
Duluth, MN

Chris Theis

SVP/Private Banking Officer
218-673-5956 | ctheis@bell.bank

NMLS #520510

Tina-Davis
Minneapolis/St. Paul, MN 

Tina Davis

SVP/Private Banking Team Lead

952-905-5155 | tdavis@bell.bank

NMLS #828996

Rachel Bauer
Minneapolis/St. Paul, MN 

Rachel Bauer

SVP/Private Banking Team Lead

952-905-5041 | rbauer@Bell.Bank

NMLS #619725