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Rawles Bell, CIMA®

Partner, Managing Director at Beacon Pointe Advisors

Rawles Bell, CIMA®, is a dedicated wealth advisor passionate about educating and empowering clients in personal finance to help them achieve their life and legacy goals.

With a strong focus on financial planning and investments, Rawles helps clients in various areas including retirement readiness, income planning, education cost planning, tax and estate planning, career and business strategies, and navigating life changes and milestones.

Rawles takes a personalized approach to financial planning, starting with understanding each individual's values, family, interests, and future aspirations, before tailoring a custom plan to support their goals and aspirations.

Having a background in economics and finance from Texas A&M University, Rawles has gained valuable experience from prestigious organizations such as Beacon Pointe, Benchmark Private Wealth Management, and RBC Wealth Management.

At Beacon Pointe, Rawles served as a Partner and Managing Director, demonstrating expertise in strategic wealth management.

At Benchmark Private Wealth Management, Rawles excelled as an Associate Director and Client Advisor, providing personalized financial guidance to clients.

With a strong foundation in finance and a commitment to client success, Rawles Bell, CIMA®, is dedicated to helping individuals make informed financial decisions and secure their financial future.

Highlights

Aug 27 · linkedin

Attention College-bound Families – lacking essential documents such as Healthcare Directives, HIPAA Authorization, and Power of Attorney can hinder your ability to assist your adult child in emergencies while they are away at college.

This back-to-school season, ensure parental peace of mind with this Beacon Pointe resource!

https://lnkd.in/gMSfRpnh

Jul 16 · linkedin

Given today’s inflation print, do you expect the Fed to cut rates? Beacon Pointe's CIO and Charles Schwab's Chief Investment Strategist have the answers in their most recent market update.

https://lnkd.in/g7jTbXg7

Rawles Bell, CIMA®
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Location

Dallas, Texas, United States