Allison Bell

With 10 years of broad experience in the finance industry, Allie Bell is responsible for providing LVW clients with a full suite of services, from investment consulting and financial planning to operational support. Her natural ability to connect with people, along with her background in economics, make her a key resource for both clients and other LVW team members.

Allie attended Hobart and William Smith Colleges and graduated Magna Cum Laude with a bachelor’s degree in economics.  She started her career at a local financial firm in trade operations, and later joined the University of Rochester as an Investment Analyst for the endowment, which laid the foundation for her focus on alternative investments.  Her most recent position prior to joining LVW Advisors was as an Investment Analyst at a local high net worth multi-family office, where she was responsible for both the firm’s investment operations and research.

As a licensed investment advisor representative of LVW Advisors, Allie is focused on providing a range of wealth management services to the firm’s clients. She is also actively involved with several Rochester community organizations, including serving as a member of the Investment Committee of the YWCA of Rochester & Monroe County.

When not at the office, Allie can be found fishing, skiing, and being outdoors, along with spending time with friends and family.