Bell & Brown Wealth Advisors, LLC

Marilyn Horsley is a financial advisor at Bell & Brown Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $487 million across around 500 client relationships, focusing on fundamentally analyzed, long-term investment strategies involving large-cap equities, fixed income, and tailored account solutions.

Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member for North East of the Well, a ministry focused on issues affecting women such as human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $487 million across 500 client relationships, employing a long-term investment strategy focused on large-cap equities, investment-grade fixed income, and tailored portfolio solutions.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell & Brown Wealth Advisors since 2015, following a one-year tenure at Purshe Kaplan Sterling Investments. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs a fundamental analysis approach with a long-term purchase strategy, focusing on large-cap equities, investment-grade fixed income, and tailored use of derivatives and borrowing within separately managed accounts.