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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.

Income planning Active portfolio management Options & derivatives strategies
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Eric S

Series 65

Roswell, GA

Bella Wealth Management, LLC

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Income planning Active portfolio management Options & derivatives strategies
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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 has previously worked at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he is involved in audio engineering through his work with NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a goals-based, tailored approach utilizing a broad range of investment vehicles and independent sub-advisors.

Income planning Active portfolio management Options & derivatives strategies
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Patrick M

Series 65

Roswell, GA

Bella Wealth Management, LLC

Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Income planning Active portfolio management Options & derivatives strategies
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