Eric C. Bell has over 40 years of experience in the securities and 28 in the insurance industry, with 18
years specializing in complex real estate transactions.
His career has spanned several leadership
roles in California, primarily in wealth management, including:
• Area Investment Manager – 1st Interstate Investments
• Principal (Southern California) – State Street Global Advisors
• Senior Director – BNY Mellon
• National Sales Manager & SVP – BNP Paribas Wealth Management USA
• Managing Director – First Republic Wealth Management, Orange County
With an extensive network of tenured Tax Attorneys, CPAs, Enrolled Agents, and Business
Advisors, Eric specializes in tax mitigation and wealth strategies for high-net-worth
individuals and business owners.
