Bellars Harris Wealth Management

Claudia Bellars is a CFP® professional with over 31 years of experience in financial advisory services. She is currently with Bellars Harris Wealth Management, where she has worked since 2026. Her prior roles include positions at Consolidated Planning Corporation, Raymond James Financial Services, Bank of America, and Merrill Lynch. Bellars Harris Wealth Management is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, personal financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm primarily employs fundamental analysis with a long-term investment approach while maintaining flexibility for shorter-term trading and sponsors its own wrap fee program covering custody and commissions through its recommended custodian.

Axel Bellars is a financial advisor at Bellars Harris Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of advisory work, he is the owner of AJB Holdings Inc. and serves as power of attorney for a family member. Bellars Harris Wealth Management is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, primarily using fundamental analysis with a long-term investment approach while maintaining flexibility for shorter-term trading.

Zachary Harris is a financial advisor at Bellars Harris Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Consolidated Planning Corporation and Raymond James Financial. Outside of his advisory role, he is the owner of ZOH Enterprises, Inc. Bellars Harris Wealth Management is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, personal financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, employing fundamental analysis and a primarily long-term investment approach.

Brad Harris is a financial advisor at Bellars Harris Wealth Management with 24 years of industry experience. He holds a Series 66 credential and has previously worked at CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he is the owner of BAH Enterprises, Inc. and serves as an acting trustee for Harris Brad. Bellars Harris Wealth Management is an SEC-registered investment adviser that offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, employing a primarily fundamental and long-term investment approach while maintaining flexibility for shorter-term trading.

Timothy Bellars is a financial advisor with Bellars Harris Wealth Management, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs fundamental analysis with a primarily long-term investment approach and sponsors its own wrap fee program covering custody and commissions through its recommended custodian.