Claudia Bellars,
CFP®, CDFA® Wealth ManagerClaudia has over 30 years of experience in the financial services industry. She knows there are complexities that arise with the accumulation of wealth. Her goal is to simplify matters for our clients and make their lives as uncomplicated as possible. With great empathy and strong listening skills, she is good at getting to the heart of the matter. She helps her clients pursue their objectives by building and managing a personalized investment strategy tailored to meeting their goals. “I will watch a client’s reaction or hear some hesitation in their voice, and I want to know what that is about,” said Claudia.
As a CERTIFIED FINANCIAL PLANNER™ professional, she has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Claudia also holds a Certified Divorce Financial Analyst (CDFA®) designation. Claudia is an expert on the financial aspects of divorce. The role of a CDFA® professional is to address the special financial issues of divorce with data to help achieve equitable settlements.
In 1985 Claudia began her career in the banking industry. Later in 1992, she became a financial advisor with Paine Webber. After 17 years, she moved to Merrill Lynch to join another team after her partner passed away. In May of 2020 she formed Bellars Harris Wealth Management. Claudia is a graduate of the University of South Carolina, where she earned a bachelor degree in finance.
Claudia's Why
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
