Allie Bell
Financial Advisor | SixPoint Financial Partners
For Allie Bell, understanding a client’s priorities is the starting point for sound financial advice.
Financial planning should connect every part of your financial life.
For Allie Bell, understanding a client’s priorities is the starting point for sound financial advice. She helps individuals and families connect their wealth with their goals through thoughtful guidance and an attentive, analytical approach. Her work in holistic financial planning helps clients understand how their investments, retirement income, tax considerations, risk protection, and estate plans fit together to support the life they want to lead. She makes complex financial conversations approachable, giving clients room to ask questions and thoughtfully consider their next steps.
Allie’s perspective draws on a decade of work across investment research, portfolio operations, and wealth management. Her experience with the University of Rochester’s endowment and a multi-family office gave her insight into the investment needs of institutions and high-net-worth families, including alternative investments. This background helps her bring careful analysis and a broader perspective to the financial decisions her clients face.
She holds a bachelor’s degree in economics from Hobart and William Smith Colleges, where she graduated magna cum laude.
Service, community, and the outdoors.
Service is also central to Allie’s life beyond her work. A committed advocate for charitable organizations, including 501(c)(3) nonprofits, she contributes her time and expertise to organizations serving the Rochester community. Her involvement includes the Investment Committee of the YWCA of Rochester & Monroe County, the Board of Trustees of Vertus Charter School, and the Supervisory Committee of The Summit Federal Credit Union.
In her personal time, Allie gravitates toward the outdoors—from fishing to skiing—and enjoys sharing those experiences with family and friends.
Planning for the next important chapter
Individuals and couples approaching or living in retirement
Families with $1 million or more who want coordinated advice
People managing pensions, 401(k)s, taxes, and Social Security decisions
Business owners balancing personal and company finances
Delegators who value an organized team and a repeatable planning process
Six connected areas. One coordinated financial life.
Allie and the SixPoint team organize planning around the areas that most often shape a family’s ability to live well today and prepare confidently for tomorrow.
Investments
A strategy aligned with your goals, time horizon, income needs, and comfort with risk.
Retirement Income
A plan for turning savings, pensions, and Social Security into sustainable income.
Risk Management
Protection for the people, assets, and plans that matter most.
Tax Planning
Forward-looking decisions designed to improve coordination and reduce avoidable surprises.
Estate Planning
Thoughtful coordination of beneficiaries, documents, ownership, and family communication.
Custom Goals
Planning built around your family, priorities, opportunities, and definition of a meaningful life.
Start with the questions most relevant to you.
Explore practical guides and specialty planning resources created to help you understand your choices before making important financial decisions.