Lennie Bell, CTFA

Client Management

Lennie Bell brings more than 17 years of experience in client service and management to his role at Callan Family Office, managing a team that advises ultra-high-net-worth individuals and multiple generation families on every aspect of their financial lives, from holistic strategic financial planning to issues around estate planning, philanthropy, and leaving a legacy. He works to deliver Callan Family Office’s extensive menu of integrated services while collaborating with his clients’ advisors.

Lennie began his career with Bank of America before moving to Wachovia in 2006 preceding its acquisition by Wells Fargo. Most recently he served as Relationship Manager with Abbot Downing, Wells Fargo’s ultra-high-net-worth practice where he oversaw a team of professionals who managed all areas of financial and estate planning, private banking, trust administration, and investment management for their clients.

He is a graduate of Campbell University where he earned a business degree with a focus on trust and investment management and a minor in financial planning.

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