Martin Hired as Senior Wealth Advisor
1/17/2023 8:00:00 AM
Bell Bank is proud to announce that Meg Martin has joined our wealth management division as a vice president/senior wealth and fiduciary advisor. She offices at Bell’s Minneapolis – Colonnade location at 5500 Wayzata Boulevard.
Meg has been in banking and legal services since 2014 and primarily works with high-net-worth individuals, multigenerational families, and owners of closely held and family-owned businesses. She draws on her experience in estate planning and business owner exit planning to advise clients and help them meet financial, business, philanthropic and family goals.
A graduate of Concordia College in Moorhead, Minn., and William Mitchell (now Mitchell Hamline) College of Law in St. Paul, Meg earned her J.D. and a designation as a Certified Exit Planning Advisor (CEPA) for business owners. She began her career as an estate planning attorney, then moved into an advisory role for high-net-worth individuals, families and organizations. She also serves on the boards of MATTER® and the Douglas Dayton YMCA.
Welcome to Bell, Meg!