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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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade...


Video

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The Tariff Tantrum and The Trade Deficit
April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou


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

Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symphony No. 6, “Pathêtique” in B Minor. As a young conductor, Michael came to know Leonard Bernstein at […]

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