ARIA Wealth Management

Russell Carlson is a financial advisor at ARIA Wealth Management with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ARIA Wealth Management since 2017 and CONCERT Wealth Management since 2013. Carlson is also involved in infrequent insurance sales in Georgia. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves individuals, high-net-worth clients, families, trusts, pension plans, corporations, and charitable organizations, providing investment supervisory services, third-party manager oversight, and financial planning within a discretionary and non-discretionary framework.

Carrie Carr is a financial advisor with ARIA Wealth Management in Little Rock, AR, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has worked at ARIA Wealth Management since 2017 and concurrently at Concert Wealth Management since 2010. ARIA Wealth Management is a fee-based registered investment adviser managing over $120 million in client assets. The firm serves individuals, high-net-worth clients, family groups, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations, providing investment supervisory services, financial planning, and consulting with a focus on fundamental and technical analysis within an asset allocation framework.

Lawrence Pizzella is a financial advisor at ARIA Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has held roles at multiple firms including Sowell Financial Services, Concert Capital Management, and Legacy Wealth Advisors. He also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and works as a Trading Specialist at the Institute for Wealth Management. ARIA Wealth Management is a fee-based registered investment adviser managing over $120 million in client assets. The firm serves individuals, high-net-worth clients, family groups, trusts, pension plans, corporations, and charitable organizations, offering continuous investment supervisory services, financial planning, and oversight of third-party managers within a discretionary and non-discretionary framework.

Charles Mcateer is a financial advisor with ARIA Wealth Management who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at ARIA Wealth Management since 2019 and previously spent four years with Raymond James Financial Services. Outside of his advisory role, he is co-owner of Life Changing Nutraceuticals Inc., where he manages the company’s finances and works with legal counsel on business and intellectual property matters. ARIA Wealth Management is a fee-based registered investment adviser managing over $120 million in client assets. The firm serves individuals, high-net-worth clients, family groups, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary investment management driven by fundamental and technical analysis within an asset-allocation framework.

Elizabeth Luna is a financial advisor at ARIA Wealth Management with 19 years of industry experience. She holds a Series 65 designation and has worked with firms including Sowell Financial Services, Omni Global Group, and Concert Wealth Management. Outside of her advisory work, she serves as a board member of Grail Family Services, a nonprofit organization focused on services for children, and is a part owner of Myriad Financial, Inc. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves a diverse client base, including high-net-worth individuals, family groups, trusts, pension plans, and charitable organizations, offering investment supervisory services, financial planning, and consulting through a combination of discretionary and non-discretionary strategies.

Joseph Lawrence is a financial advisor with ARIA Wealth Management in Huntsville, AL, holding a Series 63 designation and over 32 years of industry experience. He has worked at ARIA Wealth Management since 2017 and has prior experience with Dinosaur Financial Group and Concert Wealth Management. Lawrence is involved with L&R Investment Management, LLC, where he holds a minority interest in insurance brokerage contracts. ARIA Wealth Management is a fee-based registered investment adviser managing over $120 million in client assets. The firm serves individuals, high-net-worth clients, family groups, trusts, estates, retirement plans, corporations, and charitable organizations, providing investment supervisory services, financial planning, and consulting with an investment approach based on fundamental and technical analysis within an asset-allocation framework.