Steven R. Bell

Steven is a Senior Vice President and a CERTIFIED FINANCIAL PLANNER™ professional. 

He began his career in 2006 working as a municipal bond trader for a local investment banking firm before also joining the wealth management side, shortly thereafter. Since then, Steven has worked for two of the established names on Wall Street: Merrill Lynch and Morgan Stanley. In 2021, he moved his financial advisory practice to AGP as the appeal of a firm offering its advisors the freedom to work “independently” was very compelling, providing  advantages to working for a big corporation. For instance, clients can pay much lower fees and have broader investment choices.

Currently, Steven holds his FINRA Series 7; 63 and 65 licenses as well as his State of Florida 2-15 insurance license. Furthermore, in 2012, Steven earned his CFP® certification and in 2023, he earned his National Football League Players Association (NFLPA) Registered Player Financial Advisor designation. 

Born in Tenafly, NJ, Steven moved with his family to Boca Raton in 1991 and attended college at The University of Florida where he earned his undergraduate degree in Business Administration in 2003. Moreover, he was a walk-on, offensive lineman for the Florida Gators football team from 2000-2003 and lettered in 2003. Steven was a four-year member of the Southeastern Conference (SEC) Academic Honor Roll and was a member of Coach Steve Spurrier’s final SEC Championship team in 2000. 

Currently, Steven resides in Delray Beach, FL and is an approved volunteer for the Joe DiMaggio’s Children’s Hospital in Hollywood, FL. Additionally and as a huge animal-lover and owner of three pets, Steven is an active member of the ASPCA and has also volunteered for the local Tri-County Humane Society.