Robert founded Bell Wealth Partners to provide his clients with greater opportunities, resources, and support while continuing to deliver the trusted financial guidance they rely on. With more than 25 years in the industry and as an Accredited Investment Fiduciary® (AIF®)1, he specializes in investment management, retirement planning, estate and tax strategies, and risk management. He works closely with clients, attorneys, and tax professionals to develop and refine customized plans designed to address both short-term needs and long-term goals.
“I’m honored to work with great people, who happen to also be clients.”
Robert’s path to becoming an advisor was shaped by personal experience. At 21, after the loss of his father, he helped his mother navigate critical financial decisions. She turned to an advisor for guidance but received poor recommendations that eroded her savings. When she passed away at 55, nearly everything was gone. That experience instilled in him a deep commitment to providing ethical, transparent, and strategic financial planning.
“We’re proud to say we are empathetic and plainspoken with our clients. We give them sincere feedback while always putting their needs above our own.”
He began his career in 1997 as an associate financial consultant at Merrill Lynch, where he advanced to assistant vice president. In 2006, he joined Wells Fargo Advisors as a senior financial advisor and was later promoted to senior vice president of investments. In 2019, he transitioned to Raymond James, where he continued to serve clients with a comprehensive planning approach.
Roberts earned his bachelor’s degree in finance from the University of Alaska and holds Series 7, 63, and 65 licenses, along with life and health insurance licenses through LPL Financial. As an AIF®, he adheres to fiduciary best practices, helping clients navigate financial decisions with clarity and confidence.
Giving back has always been a priority for Robert. He has served as a president and coach for Little League, a coach for Pop Warner Football, and a volunteer and event coordinator for the Muscular Dystrophy Association. He also supports United Way, the Boys & Girls Clubs, the Susan G. Komen Foundation, and mental health initiatives such as Out of the Darkness and Take Off the Mask, all in loving memory of his son, Carter.
Originally from Anchorage, Robert and his wife, Kirsten, live in Fairbanks, Alaska, with their five children—Spencer, Keegan, Carter, Tyler, and Parker—and their family pets. Outside of work, he enjoys camping, biking, riding ATVs through the backcountry, and carpentry, but his favorite pastime is simply being with his family.
1. Accredited Investment Fiduciary® (AIF®) is a registered trademark of Fi360, a Broadridge Company.