Stephen Bell

In his sixth decade advising clients, Steve has a steady and practiced hand that can only be earned over time. As he likes to say, “You get hit by the bus you don’t see,” and understanding that has enabled Steve to navigate clients through various market cycles.

Steve continues to apply his expertise for the benefit of the ultra high net worth clients. Throughout his distinguished career, he has developed an expertise in fixed income investments and specializes in delivering customized wealth strategies for affluent families and successful business owners.

Prior to joining NewEdge Wealth, Steve was a Managing Director at UBS Financial Services and a leader of the Bell & Levitt Wealth Management group. He also held prior positions at J.P. Morgan Securities, Bear Stearns, Prudential Securities (acquired by Wachovia Bank), and Wise Voisen (acquired by Bache) where he was a long-time member of their prestigious Chairman’s Council.

Steve graduated from New York University and currently resides in New York City with his wife. In his spare time, he enjoys spending time with his seven grandchildren and is an avid cyclist, tennis player and alpine skier. He splits his time between Manhattan and his home in Vermont.