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Dean Bell, AIF®, MBA

President & Wealth Advisor


Dean Bell, AIF®, MBA is a Wealth Advisor and President of Bell & Associates, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

With over 40 years of experience in the financial services industry, Dean is qualified to address the diverse needs of his clients as they financially prepare for the future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.

He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.

Services available include:

  • Financial Planning
  • Active Money Management
  • Traditional & Roth IRA’s
  • Tax Strategies
  • Life & LTC Insurance
  • 401(k) Rollovers
  • Key Man Protection
  • Retirement Strategies
  • Tax-Deferred Annuities
  • Financial Needs Analysis
  • Education Funding Plans
  • Self-Employment Pensions
  • Disability Income Insurance
  • Business Succession Planning
  • Investment Advisory Services
  • Estate Preservation Strategies


  • Walsh College
    • Bachelor’s of Business
    • Masters of Business Administration

Professional Registrations & Licenses

  • FINRA Series 7
  • FINRA Series 65
  • FINRA Series 63
  • Variable Annuities
  • Life, Accident, and Health Insurance
  • Accredited Investment Fiduciary (AIF®)

Personal Data

Dean lives in Washington, MI and spends some of his time in his condo in Florida. The greatest joy of his life is spending time with his daughter, Cameron. Together, they love to shop, attend plays, museums and concerts, and travel to interesting new places on their annual vacations. When not working with his clients, he enjoys golfing, boating and healthy cooking. Dean is a fan of all of our local sports teams including the Wolverines and Spartans.

Value Statement

I believe I provide value to people that want my help, listen to my recommendations and allow me to implement what we’ve agreed to. I sincerely want to help people accomplish their goals, and thoroughly enjoy, when I can work collaboratively, to help them live their best life!

Check the background of this firm/advisor on FINRA’s BrokerCheck.