Dilda Dalvi is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Raymond James, Oppenheimer, and Stanford Group Company. Dalvi also serves as a FINRA dispute resolution arbitrator, reviewing cases and making decisions on industry disputes. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured process combining multiple analytical approaches to create customized portfolios and maintains an institutional relationship with its custodian, offering access to specialized trading and operational resources.

Anna Bodine is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Harrell Investment Partners, LLC since 2019 and previously held roles at Raymond James & Associates and Equitable Advisors. Harrell Investment Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured four-step client process and employs a variety of analytical methods to build customized portfolios with a generally long-term orientation, supported by an institutional relationship that provides trading and operational advantages.

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 at Harrell Investment Partners, LLC in Austin, TX, with three years of industry experience. She holds a Series 65 designation and previously worked at Petros PACE Finance and GoMedigap. Morgan also has a background in academia from her time at the University of Texas at Austin. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a structured client process and combines multiple analytical approaches to build customized portfolios, maintaining an institutional relationship that offers economic benefits and operational strengths.