Zack Bell

Financial Planning Assistant 

Zackary Bell joined Anna and Harvest Investment Services as a Financial Planning Assistant midway through his third year at the University of Indianapolis School of Business. He is pursuing a Bachelor of Science in Finance. From the first finance class he attended, he was captivated!  His love for math and clear talent for forming relationships were quickly aligned.

He is also very passionate about spending time with his Mom and 3 sisters.  Having been raised by a single working Mom, the value of financial security holds a high priority for Zack.  His love of sports has led him to become a volunteer at various sporting events.  A member of the number five nationally ranked UIndy Soccer team, and 2021 NCAA Final 4 team, he has represented UIndy for 3 years.

As a Financial Planning Assistant, Zack’s core responsibilities include:

  • Assisting with daily administrative activities
  • Client account support
  • Presence and assistance in client meetings
  • Creating a portfolio snapshot for clients using industry-leading technology
  • Cultivating a unique perspective on issues and opportunities

Zack can be reached by calling the office number at (317) 520-8294