Breck Bell, CFP®, ChFC® is the Managing Director and Wealth Strategist at Trinity Legacy Partners with responsibility for providing comprehensive wealth planning.
Breck has more than 25 years of experience in the wealth management industry. Prior to joining Trinity Legacy Partners, Breck served as President of BBVA Wealth Solutions, a financial planning subsidiary of BBVA Compass. Breck began his career with Bank of America where he served for twenty years as a Private Client Advisor and later as Houston Market Executive for U.S. Trust, Bank of America Private Wealth Management.
Breck is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Financial Consultant (ChFC) designation from The American College which is regarded as the highest standard for financial professionals seeking the broad knowledge and skills 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 and is a member of the Houston Estate and Financial Forum, National Association of Enrolled Agents, and Association of Individual Investors. Breck is active in the community 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, reside in Houston.