Brian BelloFirst Vice President - Investments
Prior to joining Wells Fargo Advisors, Brian worked as a Vice President, Wealth Management
and Financial Advisor at Morgan Stanley Wealth Management and a Financial Advisor at UBS
Financial Services. He began his career in Financial Services over 25 years ago with one of the
“big four” accounting firms in the early 1990s. He then worked for the largest insurance
brokerage firm in the world, as a reinsurance intermediary, placing hundreds of millions of
dollars into the property and casualty reinsurance markets around the globe. Brian brings
valuable experience and sophisticated strategies to clients by focusing on Asset and Liability
Management, Retirement Planning, Estate Planning Strategies, Educational Planning, and Tax
Efficient Investing for high net worth individuals, families, foundations and businesses. He
utilizes his own, in addition to the firm’s asset allocation strategies, drawing from several
sophisticated resources such as Wells Fargo Investment Institute* research.
A graduate of Syracuse University, Brian earned his B.A. in Political Science and subsequently
earned his Series 7 and Series 66 registrations along with his annuity and life insurance licenses.
Residents of the area for over 40 years, he, along with his wife Susan and their two daughters
live in Stamford, CT.
*Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned
subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.