Bell & Brown Wealth Advisors, LLC

Marilyn Horsley is a financial advisor with Bell & Brown Wealth Advisors, LLC, holding a Series 66 credential and bringing 15 years of industry experience. She has been with Bell & Brown Wealth Advisors since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs fundamental analysis and a long-term purchase strategy focused on large-cap equities and investment-grade fixed income, and it distinguishes itself with a wrap fee program and a high level of assets managed per advisor.

Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bell & Brown since 2015. Outside of his advisory work, he serves as a board member for North East of the Well, a ministry focused on issues affecting women such as human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million in assets. The firm emphasizes fundamental analysis and a long-term purchase strategy, typically maintaining diversified portfolios of large-cap equities, investment-grade fixed income, and cash equivalents.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.