About

People

Click the Bell staff member's image to view complete profile.

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

Bonnie Bell, MA, MDiv., Principal

Director of Career/Life Coaching

Forrest Bell, CFP®

Senior Investment Advisor, Financial Planner

James F. Bell, CFP®

President & Founder

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Nancy Isaacs

Marketing Manager

Ramsay Leimenstoll

Paraplanner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Rohan Nayak, CFP®

Portfolio Manager, Investment Advisor

Jaye Roundtree

Senior Operations Associate

Corinne Salera Bedford, CFP®

Portfolio Manager, Investment Advisor

Heidi Stoltz

Investment Advisor

Lauren Taylor

Operations Associate, Receptionist

Market Analysis

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Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)
July 3, 2018

The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...


Video

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Is This as Good as It’s Going to Get?
June 27, 2018

Join us for our quarterly Investment Committee Update online webinar.


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

NorCal Conference Inspires

Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]

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