Gary Bell II

Gary Bell II, CKA®, CFP®, CWS®

Managing Director, Sr. Partner
Nashville, TN
A Message from Gary
gary.bell@bluetrust.com
(615) 373-2800
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Gary Bell is a managing director for the Private Wealth division and senior partner of Blue Trust.

As managing director, Gary oversees the day-to-day operations, growth, and expansion of the office in Nashville, Tennessee. In addition to his leadership role, Gary works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. Gary and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 1995, Gary worked as a tax specialist for KPMG Peat Marwick LLP, where he assisted individuals and businesses in tax planning and compliance.

Gary holds a BS in accounting and business administration from Presbyterian College where he graduated cum laude in 1992. He earned his master’s degree in accountancy from the University of Georgia in 1993. Gary is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist®.

Gary’s past and present community involvement includes his position as an Elder at his local church and a board member to various organizations including, New Hope Academy, ThriftSmart, Fellowship of Christian Athletes of Middle Tennessee, Siloam Health, and Hopes Smiles.

Gary and his wife, Allena, reside in Franklin, Tennessee, with their four children. He is also an avid sports fan.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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