Rhodes Perry Podcast Image

Guest on Rhodes Perry's Imagine Belonging at Work Podcast

During Pride season in 2023, the LGBTQ+ author & consultant Rhodes Perry invited Belle as a guest on his Podcast, Belonging At Work. She is the first opening LGBTQ+ advisor in NM Boston’s history. Rhodes hits on topics like diversity retention, the economical side of inclusivity, and the importance to find a financial advisor that understands your identity.

National Speaker at Northwestern Mutual's Gateway to Growth

Speaker at Northwestern Mutual's Gateway to Growth Conference

In June of 2023, Belle delivered a session on marketing & branding to a group of the top emerging financial advisors at Northwestern Mutual. As one of a handful of queer financial advisors, she discussed how she has grown this into a niche-clientele over the last five years.

Featured in Northwestern Mutual's Life and Money

Featured in Northwestern Mutual's Life and Money

Belle Ives was recently featured in Northwestern Mutual’s publication, Life and Money. This article shares Belle’s personal background behind the financial planning firms she runs today.

NAIFA Members Spotlight Article Image

Featured in NAIFA's Article, Meet Loyal Member Belle Ives

In January of 2022, Belle Ives was featured in a NAIFA Membership Spotlight article that highlights her service to the industry, as well as the association.

CBS Boston Image

Featured on CBS Boston

During Pride season in 2022, CBS Boston featured Belle Ives to discuss financial planning nuances in the LGBTQ+ community.

Co-Chair of the Planning Committee of Northwestern Mutual’s Regional Conference

Co-Chair of the Planning Committee of Northwestern Mutual’s Regional Conference

Belle served as Co-Chair of the Planning Committee of Northwestern Mutual’s Regional Conference down in Orlando, Florida in February of 2024, with fellow Managing Director & Financial Advisor Kristopher Plog. She is looking forward to serving as Chair for the conference in 2025!

Out In Finance Guest Pannel Speaker

Guest Panel Speaker with Out In Finance

In March of 2024, Belle spoke on a panel with the organization, Out In Finance. In honor or Women's history month, the panel was focused on spotlighting queer-identifying and their stories around navigating their finance career's while being the "firsts" of many from a diversity lens. Belle was lucky to be joined by her coworker, DEI Mentor, and friend, Ann Noble, who was also featured on the panel!

Belle Guest Speaker

Speaker at Northwestern Mutual's Network Office Day

In May of 2024, Belle spoke to advisors early in their career at Northwestern Mutual's Network Office Day. The presentation was titled 'Be Her' and revolved around needing to become someone you’re not in order to become the person you want to be. Every stage of this career is temporary. Our clients need us to be authentic with them, so they can be authentic with us!

Chair of Eastern Regional Conference

Chair of NM's Eastern Regional Conference

This year, I was Chair of the Eastern Regional conference down in Tampa, FL.  Ready for my close up! I also was pumped to spend time with our superlative (in every sense of the word!) keynote speaker, Colonel Nicole Malachowski!

Member of NM's Inaugural Pride Capstone Project

Member of NM's Inaugural Pride Capstone Project

I am honored to be a member of the inaugural Pride Capstone Project class with Northwestern Mutual. A group of my peers and I are working on a capstone thesis that is focused on improving the development and retention experience of diverse advisors. In August, we present to a room of executives who we hope implement our programming and recommendations. The program kick off was March 2025 out in Milwaukee, Wisconsin!