Bell Investment Advisors Inc

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

Heidi Crawford is a Series 65-licensed financial advisor with Bell Investment Advisors Inc, based in Orinda, CA. She has 12 years of industry experience and has been with Bell Investment Advisors since 2014. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on clients’ financial situations and goals while conducting ongoing account monitoring and market research.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Tiffany Blaho is a financial advisor at Bell Investment Advisors Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Bell Investment Advisors since 2019, following four years at Burleson & Company, LLC. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm offers customized investment recommendations based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has been with Bell Investment Advisors Inc since 2019 and previously worked at ALPS Distributors, Inc., Seafarer Capital Partners LLC, and several other firms. He holds Series 63 and Series 65 licenses. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and offers specialized planning analyses, managing approximately $788 million in assets across about 429 accounts.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Corinna Rose is a financial advisor at Bell Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at LPL Financial and Ellis Retirement Services. Outside of finance, she operated Corinna Rose Photography for six years. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial circumstances and goals, offering ongoing account monitoring and specialized planning services.

Sarah Leimenstoll is a financial advisor at Bell Investment Advisors Inc with six years of industry experience. She holds a Series 65 credential and has been with Bell Investment Advisors since 2016. Prior to that, she worked at Keep&Share from 2011 to 2016. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning for individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial situations and goals, offering specialized planning services such as retirement and real estate analysis.

Jerene Meissert is a financial advisor at Bell Investment Advisors Inc in Orinda, CA, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy’s, a gift shop in Alameda, working weekends without compensation. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and provides ongoing account monitoring.