Davin Bell Email & Phone Number

“Davin believes financial independence is rooted in choice.”Over the past decade of serving a clientele that spans over 26 different states, Davin believes most people have a “vision” as to where they want to be in the future with respect to their finances. However, in a complex world, in many instances people lack the time and appropriate resources to “see” where they are today – in order to take that first step towards tomorrow. And if you don’t have a clear picture as to where you are today, understanding how and where to go in an ever-changing tomorrow can be virtually impossible.“The analogy would be a client wanting to get in shape. They have a vision of sculpted muscles, cardiovascular stamina, resulting in more energy and ideally longer life span. But where do you start today? Is it weight training? A new diet? Do you simply strap on the shoes and run ten miles? Most reasonable people would first consult with their primary physician. Their primary physician will conduct a full work-up, and if necessary refer you to other specialists within the practice. This would provide their “starting” point on your way to a healthier life and direction as to where you need to focus your efforts moving forward. In similar fashion the evolution of the meeting process within my practice is to first provide clientele a clear idea as to where they stand today financially, essentially a “financial check-up” is completed. This provides the client, with affirmative conclusions as to necessary insurance coverages; savings strategies for tax efficiency*; any needs for debt management strategies; budgeting; and appropriate asset allocation techniques with respect to your over-all portfolio and time horizon.” As much as we want finances to be “easy” and simple – the reality is each person’s current standing is complex and requires tailored strategies.”Registered Representative of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 2701 University Avenue SE, Minneapolis, MN 55414. 612-617-6000.

Listed skills include Finance, Financial Advisory, Financial Services, Portfolio Management, and 6 others.

• Financial Advisor

  North Star Consultants Of Texas

  Oct 2001 - Present

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  University Of St. Thomas

  Major: Political Science; Minor: Finance