Adam Bell is a CFP® with 18 years of experience in the financial services industry. He is currently an advisor at International Assets Investment Management, LLC and has held roles at Rockbridge Asset Management, LLC and WFG Investments Inc. since 2010. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and incorporates third-party money managers and wrap programs as part of its approach.

James Conwell II is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at WFG Investments Inc, Gunnallen Financial, Inc., and BBVA Compass Investment Solutions, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement strategies aligned with client objectives.

Stephen Pierce is a financial advisor at International Assets Investment Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WFG Investments Inc and Rockbridge Asset Management. Pierce is a partner at Rockbridge Wealth Management, an affiliated financial services entity. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio strategies using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs.