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Trinity Legacy Partners, LLC

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Breck Bell

Managing Director
Wealth Strategist
Email: breck.bell@trinitylegacy.com
Phone: (713) 999-8053
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Breck Bell, CFP®, ChFC® is the Managing Director and Wealth Strategist at Trinity Legacy Partners with responsibility for providing comprehensive wealth planning.

Founded in November 2011, Trinity Legacy Partners managed over $318 million as of June 30, 2022.

Breck has more than 25 years of experience in the wealth management industry. Before 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 Bank of America Private Bank.

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 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.

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Meet Our Team

  • Trey Wilkinson President and CEO
    Chief Investment Officer
  • Breck Bell Managing Director
    Wealth Strategist
  • Tony Garcia Director of Portfolio Management
  • John Hunter Director of Wealth Management
  • Silvia Zwick Office Manager
  • Lydia-Liou Relationship Manager
    Lydia Liou Relationship Manager
  • Ali Mills Wealth Manager

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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.

Copyright © 2023 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure