24 Greenway Plz, Houston, TX 77046, United States of America
Managing Director
Wealth Strategist
Breck Bell, CFP®, is Managing Director and Wealth Strategist with responsibility for providing comprehensive wealth planning to clients of Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston.
Founded in November 2011 as a family office, Trinity Legacy Partners managed over $453 million for its clients as of September 30, 2024.
Breck has more than 30 years of experience in the wealth management industry. Prior to joining Trinity Legacy Partners in February 2014, Breck served as President of BBVA Wealth Solutions, a financial planning subsidiary of BBVA Compass after a 20-year career as Private Client Advisor and later as Market Executive for U.S. Trust, Bank of America Private Wealth Management in Houston.
Breck is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds the Chartered Financial Consultant® (ChFC® ) designation from The American College, which is widely regarded as the highest standard for financial professionals who want to acquire the broad knowledge and skills necessary to provide comprehensive financial planning. Breck has also satisfied requirements of the Department of the U. S. Treasury – Internal Revenue Service to serve as an Enrolled Agent with unrestricted rights to represent taxpayers before all administrative levels of the Internal Revenue Service.
Breck earned his MBA and BBA in Finance from Baylor University’s Hankamer School of Business. Breck currently serves as Board President for the Clear Creek Counseling Center in League City, and previously served as Board Vice Chairman for the Houston Center for Literacy and Board President for Main Street Theater.
Breck and his wife, Lauri, have lived in Houston for more than forty years. He is an outdoor enthusiast and runner, having completed multiple marathons.
Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.
All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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