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As an integral part of our Client Service team, Brian’s day consists of nearly constant communication with clients and service partners. He makes trades, tracks the daily performance of mutual funds and provides reports to the team. Whether you want to transfer funds, open a new account, or just make a deposit or withdrawal, Brian can assist you with the utmost care and efficiency. Brian joined the Bell staff as a Client Services Associate in 2007. He is also a member of the Investment Committee. Brian entered the financial services industry in 2004 working as an Assistant District Manager, recruiting and training insurance agents in product and sales. Previously, Brian spent 10 years working in the golf industry, five of which were with the Northern California PGA, where he organized golf tournaments. Brian holds a Series 6 securities license, a Series 65 securities license and a Life & Health insurance license. As a graduate of the University of California at Davis, Brian received a Bachelor of Art degree in Economics. In his spare time, Brian enjoys spending time with his wife and son, and of course, on the golf course. Contact Brian Baylis at 800-700-0089, x119 or |
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