Harrell Investment Partners, LLC

Dilda Dalvi is a financial advisor with Harrell Investment Partners, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Live Oak Investment Partners, Cantella & Co., Inc., and Raymond James Financial Services in various capacities. Dalvi also serves as a FINRA position/dispute resolution arbitrator, reviewing cases and making decisions on disputes. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a comprehensive client process and combines multiple analytical approaches to build portfolios primarily intended for the long term, with ongoing monitoring and periodic formal reviews.

Anna Bodine is a CFP® professional with 18 years of experience in the financial services industry. She currently serves as an advisor at Harrell Investment Partners, LLC, where she has worked since 2019. Prior to that, she was with Raymond James & Associates, Inc. for eight years. Harrell Investment Partners provides discretionary and non-discretionary investment management and ongoing financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, charting, quantitative, and qualitative analysis, with a client process focused on discovery, design, implementation, and management.

Robert Harrell is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.

Stephanie Morgan is a financial advisor with Harrell Investment Partners, LLC, holding a Series 65 designation. She has been with Harrell Investment Partners since 2023 and previously worked at Petros PACE Finance and GoMedigap. Her background also includes experience in education at the University of Texas at Austin and The Ensworth School. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a comprehensive client process and a combination of analytical approaches to portfolio management, with continuous monitoring and formal annual reviews.