Dean Bell, AIF®, MBA is a Wealth Advisor and President of Bell & Associates, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
With over 40 years of experience in the financial services industry, Dean is qualified to address the diverse needs of his clients as they financially prepare for the future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
Services available include:
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Education
- Walsh College
- Bachelor’s of Business
- Masters of Business Administration
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 65
- FINRA Series 63
- Variable Annuities
- Life, Accident, and Health Insurance
- Accredited Investment Fiduciary (AIF®)
Personal Data
Dean lives in Washington, MI and spends some of his time in his condo in Florida. The greatest joy of his life is spending time with his daughter, Cameron. Together, they love to shop, attend plays, museums and concerts, and travel to interesting new places on their annual vacations. When not working with his clients, he enjoys golfing, boating and healthy cooking. Dean is a fan of all of our local sports teams including the Wolverines and Spartans.
Value Statement
I believe I provide value to people that want my help, listen to my recommendations and allow me to implement what we’ve agreed to. I sincerely want to help people accomplish their goals, and thoroughly enjoy, when I can work collaboratively, to help them live their best life!