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Wealth Management
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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Addison - Bent Tree

16475 Dallas Parkway
Addison Texas 75001
Phone: +1-972-738-8400
Fax: +1-972-738-8440

Hours:

Monday - Thursday:
8:30 a.m. to 4:00 a.m.
Friday:
8:30 a.m. to 5:00 p.m.
Saturday, Sunday and Holidays:
Closed

 

Location Detail

The Northern Trust Company
Texas

 
 
 
 
 
 
 

Teller Services

 
Monday - Thursday:
8:30 a.m. to 4:00 a.m.
 
Friday:
8:30 a.m. to 5:00 p.m.
 
Saturday, Sunday and Holidays:
Closed
 

Financial Services Representative

 
Monday - Friday:
8:00 a.m. to 5:00 p.m.
 
Saturday, Sunday and Holidays:
Closed
 

Services.

Below is our list of services offered by this office.

 
Steven R. Bell

Steven R. Bell

Chairman - West Region
 
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Steven R. Bell

Steven R. Bell

Chairman - West Region
 

Steve Bell is Chairman of the Western Region at Northern Trust. In this position he is responsible for managing the company’s investment management, trust and estate planning, private and business banking and financial consulting business in California, Nevada and Washington.

Previously, Steve served as the head of the Wealth Management Group, a specialized unit of The Northern Trust Company which addresses the complex financial requirements of U.S. and international families who maintain single family offices. During his 27 year career at Northern Trust, he also built and ran the private banking business for Northern Trust Bank of California (1991-1997), served as a commercial real estate lender (1989-1990), worked with Chicago middle market owner/operators (1983-1988), and served as a supervisor in the Financial Analysis Division (1982-1983).

Steve received his A.B. degree with honors in economics from Duke University, where he graduated Phi Beta Kappa and Summa Cum Laude. He received his M.B.A. degree from the University of Chicago, with a concentration in Finance. He joined Northern Trust Company in 1982.

Steve has served as an officer and board member with various charitable, civic and educational organizations in Chicago and San Francisco. Currently Steve serves on the boards of SF Jazz and Team Up for Youth. He and his wife Susan reside in Menlo Park. Susan is the Vice President for The William & Flora Hewlett Foundation.

 
Jeffrey Early

Jeffrey Early

President - Texas
 
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Jeffrey Early

Jeffrey Early

President - Texas
 
Jeffrey B. Early serves as President of South Texas Northern Trust. As such, he has management responsibilities for the Houston and Austin regions. He also serves on the Management Committee and Board of Directors of the Texas bank. Mr. Early joined Northern Trust in 1978 as a management trainee in commercial banking. He served in various management assignments with The Northern Trust Company including commercial banking, mortgage lending and heading retail banking for the Chicago market. In April 1992, Mr. Early assumed the position of Managing Executive of Northern Trust in Houston.

Mr. Early received a B.S. degree from Purdue University in West Lafayette, Indiana. He currently serves as a member of the Executive Committee of the Houston Symphony, a board member for the Honors College of the University of Houston, a member of the Alley Theatre’s Board of Trustees and a board member of the Village Learning Center. Mr. Early is past President of the Houston Symphony Society, a former member of the Advisory Board of the Assistance League of Houston, a former Trustee of the Houston Ballet, the Houston Symphony Endowment, the Houston Grand Opera, and a former member of the Lombardi Award Committee.
 
Keith D. Braley

Keith D. Braley

Managing Director
 
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Keith D. Braley

Keith D. Braley

Managing Director
 
Keith Braley is the Managing Director of Northern Trust's Bent Tree office located in Addison. Mr. Braley joined Northern Trust in 2001 after working 18 years in the Dallas banking industry where he served in several capacities including president and market manager of offices in Dallas, Carrollton and Irving. He earned his B.B.A. from The University of Texas at Austin. Mr. Braley is a former chairman of the Metrocrest Chamber of Commerce and has served on several boards, including Communities Foundation of Texas-Metrocrest Area Fund and the Irving Schools Foundation. He currently serves on the Plano ISD Education Foundation board, the Plano YMCA board, the Chairman's Campaign Cabinet of the Arts of Collin County and is active in the Addison Business Association.