Allison Bell
Client Account Manager
LVW Advisors
“As a Rochester native, I am honored to join the Board of Trustees at Vertus High School. I deeply value the school’s mission to empower young men through character development and academic achievement, and I look forward to contributing my expertise to support its continued growth and impact in our community.”
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 and as a member of the Vertus Charter School Board of Trustees.
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