Louis Bell

Louis has been in the financial industry for nearly 30 years and has extensive experience servicing ultra high net worth clients and their families. As Louis likes to say, “You can’t fake caring. Either you care or you don’t.” Louis prides himself on practicing what he preaches and caring for his clients has been the cornerstone of his career.

In his role as Partner, Louis specializes in asset allocation, manager selection and fixed income management. He utilizes an effective planning process to help clients with their goals for today, tomorrow and beyond. Every relationship begins with a blank sheet of paper and like a bespoke suit, Louis helps create financial plans that are specifically tailored for the individuals and their families.

Prior to joining NewEdge Wealth, Louis was a Co-Founder of the Bell & Levitt Wealth Management Group and Managing Director at UBS Financial Services. He also practiced corporate and securities law. Louis earned a Juris Doctor from Fordham University and a Bachelor of Arts degree in Economics from the University of Pennsylvania. He has been honored as a Forbes’ New York Best-In-State Wealth Advisor for the past three years in a row. Additionally, Louis has earned the distinction of Certified Investment Management Analyst® (CIMA®) and was inducted as a member of the Investments & Wealth Institute. He has been published in various industry publications as well as the cover story of Research Magazine.