Aria Wealth Management

Russell Carlson is a financial advisor at Aria Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aria Wealth Management since 2017, following prior roles at Concert Wealth Management and American Wealth Management. Carlson is also involved in infrequent insurance sales in Georgia. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm combines fundamental and technical analysis within an asset allocation framework and offers services such as investment supervisory, financial planning, and third-party manager selection.

Carrie Carr is a financial advisor with Aria Wealth Management in Little Rock, AR, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Merrill and Concert Wealth Management before joining Aria Wealth Management in 2017. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and Modern Portfolio Theory, often working with third-party managers and sub-advisors to manage discretionary accounts and develop investment policies.

Lawrence Pizzella is a financial advisor at Aria Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Aria Wealth Management since 2017. Pizzella also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and as a Trading Specialist at the Institute for Wealth Management. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm uses an asset allocation framework informed by fundamental and technical analysis and manages discretionary accounts with access to institutional custodial services.

Charles Mcateer III is a financial advisor at Aria Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors and Raymond James Financial Services before joining Aria Wealth Management in 2019. Outside of his advisory role, he is a co-owner of Life Changing Nutraceuticals Inc., where he manages the company’s finances and works with legal advisors. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and incorporates Modern Portfolio Theory, managing discretionary accounts and often utilizing third-party managers and sub-advisors.

Elizabeth Luna is a financial advisor at Aria Wealth Management with 19 years of industry experience. She holds a Series 65 designation and has worked at several firms, including Concert Wealth Management and Omni Global Group, where she serves as CFO and shareholder. Outside of her advisory role, Ms. Luna is a board member of Grail Family Services, a nonprofit focused on services for children, and is a licensed notary public in California. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm employs an asset allocation approach informed by fundamental and technical analysis, often utilizing third-party managers and sub-advisors, and is notable for its multi-office structure and institutional client base.

Joseph Lawrence is a financial advisor with Aria Wealth Management in Huntsville, AL, holding a Series 63 license and 32 years of industry experience. He has worked at Aria Wealth Management since 2017 and previously worked at Concert Wealth Management and Zermatt Securities. Outside of his advisory role, he is involved with L&R Investment Management, LLC, which provides sales of insurance brokerage contracts including group life and long-term care insurance. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm employs an asset allocation approach based on fundamental and technical analysis and manages accounts through discretionary services, investment policy statements, and third-party manager allocations.