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Axel B

Series 66

Virginia Beach, VA

Bellars Harris Wealth Management

Axel Bellars is a financial advisor at Bellars Harris Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including 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’s financial affairs. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, generally long-term investment approach tailored to each client’s objectives and offers services such as retirement plan advisory and family-office coordination.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing
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Zachary H

Series 66

Virginia Beach, VA

Bellars Harris Wealth Management

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing
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Brad H

Series 66

Virginia Beach, VA

Bellars Harris Wealth Management

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing
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