About

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

Joined Bell: 2007

Hidden Talent: golf

Inspiration: my family and the perfect golf shot

Brian joined Bell Investment Advisors’ client service department in 2007 and soon thereafter was promoted to Chief Compliance Officer. In 2011, he was named Chief Operations Officer as well. In Brian’s dual roles he is involved in most aspects of Bell Investment Advisors including human resources, recruiting, insurance, general systems improvements and compliance. In his role as Chief Compliance Officer, he takes great pride in protecting the firm and the firm’s clients in the areas of investment management, sales, marketing, and advertising. He serves on Bell’s Investment Committee, Leadership Team and IT Team.

Brian grew up in the Bay Area and attended the University of California, Davis, majoring in economics. Brian holds a Series 65 license and a Life & Health Insurance license. He has also held Series 6, 63, and 26 licenses. Prior to joining the Bell Team, he was a Registered Principal in the financial services industry.

Brian is an accomplished golfer who, following graduation from college, worked for the Northern California Professional Golfers’ Association and was responsible for organizing professional golf tournaments in Northern California.

In his free time he enjoys being with his wife, Melissa, and their young sons, David and Adam.

Market Analysis

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A Mountain-Shaped Month for Stocks
November 4, 2020

A Mountain-Shaped Month for Stocks After a 5.7% rise in the U.S. stock market during the first …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More