Advisors at this firm
Niamh L
Series 65
Roswell, GA
Bella Wealth Management, LLC
Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.
Eric S
Series 65
Roswell, GA
Bella Wealth Management, LLC
Eric Stallworth is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. Stallworth served in the United States Army from 2011 to 2017 and has experience in the automotive industry. He is also licensed as an insurance agent through Bella Advisors, Inc. Bella Wealth Management serves individual clients, including high-net-worth households, by providing financial planning, consulting, and discretionary investment management. The firm tailors portfolios to household goals using strategic and tactical asset allocation and employs a range of investment vehicles including mutual funds, ETFs, individual securities, and options.
Jonah T
Series 63, Series 65
Roswell, GA
Bella Wealth Management, LLC
Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of advisory work, he is involved in audio engineering with NTB Studios. Bella Wealth Management serves individual and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $70 million across around 147 client relationships, employing strategic and tactical asset allocation with a range of investment vehicles.
Patrick M
Series 65
Roswell, GA
Bella Wealth Management, LLC
Patrick Mueller is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller serves as a chapter president for the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management serves individual clients, including high-net-worth households, by providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios to household goals through strategic and tactical asset allocation and utilizes a variety of investment vehicles, including mutual funds, ETFs, options, and structured products.