Phone: 704.335.4512
Contact Kristy

Kristy Bell,  CFO

Kristy is a Certified Public Accountant and Certified Financial Planner™ with 10 years of financial and tax experience in working with high net worth individuals. In addition to her role at MBL Advisors, Kristy is the Chief Financial Officer of McColl Brothers Lockwood, LLC, the McColl and Lockwood family office and serves as a resource to MBL clients in the wealth transfer area.

Prior to joining MBL Advisors, Kristy served as Tax Manager at Pesta, Finnie & Associates, LLP where she worked from 2007 to 2012. Kristy began her career in the Private Client Services Group at PricewaterhouseCoopers in Charlotte. Throughout her career, she has assisted closely-held entities and individuals with tax strategy, planning, compliance and general business advisory services. Kristy received a B.S. and Masters in Accounting from East Carolina University.