Our relationship-focused team is dedicated to building trust through honesty, professionalism, and exceeded expectations.
Robert K. Harrell II
Bob applies more than 25 years of investment experience to the distinctive roster of families he serves. A recognized industry leader, Bob was named to the 2019 Financial Times 400 Top Financial Advisers, Barron’s Top Independent Advisors, and Forbes’ Best In State Wealth Advisors. (More info on awards)
Prior to founding Harrell Investment Partners in 2019, Bob spent 20 years as Managing Director and Senior Vice President, Investments at Raymond James & Associates, Inc. He started his advisory career with Merrill Lynch where he was a Vice President and Senior Financial Adviser. Bob earned a bachelor’s degree in economics from the University of Texas at Austin.
An active member of his community, Bob currently serves on the board of the West Austin Youth Association (WAYA). He is a member of Helping Hand Circle of Hope, Dell Children’s Council and the Admirals Club of Austin. Bob is an avid golfer and lives in Austin with his wife, Karen, and their children, Grace and Wesley.
Chief Operating Officer
With 25 years of financial services experience, Anna utilizes her leadership expertise and organizational skills to drive the business strategies and operational results of the firm.
Anna began her career with MONY Life Insurance Company in 1996. Prior to joining Harrell Investment Partners, LLC, Anna served as Branch Manager and First Vice President, Investments with Raymond James & Associates, Inc. for eight years. Anna earned a bachelor’s degree in organizational leadership from St. Edward’s University. She is passionate about serving her community through her work on the leaders for literacy committee of Literacy First.
Anna was born, raised, and currently lives in Austin, Texas with her husband Donovon and their two daughters, Alexa and Ava. In addition to spending time with her family, Anna’s greatest loves are her husband’s cooking, watching movies, and the Dallas Cowboys.
Eva Jones, WMS, CEP©
Eva began her career with A.G. Edwards over 12 years ago and joined Bob at Raymond James & Associates, Inc. in 2015. During her tenure, she has proven her ability to anticipate client needs and provide the exceptional customer service our clients expect. She enjoys getting to know each client on a personal level and is known as the “go-to person” on the team.
Originally from a small town in Mississippi, Eva lives in East Austin and enjoys running with Gilbert’s Gazelles, listening to live music with her friends, and watching football with her dogs, Duke and Duchess.
Vice President of Operations
As the Vice President of Operations, Dee leverages more than 15 years of financial services experience to elevate the personalized and premier level of service Harrell Investment Partners, LLC delivers to each client.
Previously with Raymond James & Associates, Dee served the firm for 5 years as a Senior Registered Client Service Associate. Additionally, she is a FINRA Dispute Resolution Arbitrator. Dee has worked with individuals from all walks of life over three continents and is passionate about bringing an individualized, top-tier level of service to clients with a focus on attention to detail.
Originally from India, Dee is currently located in Austin, TX with her husband, Atul, and their two sons. Outside of work, you can find Dee spending time with her family, reading, hiking, or traveling.
Director of Client Services
As a Director of Client Services, Natalie works closely with our clients and their advisors to administer integrated wealth management services and assists clients with onboarding, service requests, and day-to-day account information.
Formerly with Amegy Bank and Bank of America, Natalie came from the banking industry to join Harrell Investment Partners, LLC in February of 2021. Natalie brings more than 36 years of Customer Service and 17 years of Management experience to the distinctive registry of individuals she supports. Throughout her career, Natalie has been acknowledged as a leader in the customer service and support market, winning an award in Customer Service Leadership.
Initially from Corpus Christi, Natalie now resides in Austin, Texas and has a daughter and son-in-law, Danielle and Michael, as well as two beloved grandchildren, Jacob and Mila. Natalie loves yoga, dancing, hiking and traveling.
William H. Willson III
Director of Investment Research
With a Bachelor of Business Administration in Marketing and a Business Spanish Certificate from The University of Texas at Austin, William leverages his certifications as well as refined skill sets to analyze model portfolios and individual securities for the firm.
During his time at UT Austin’s Red McCombs School of Business, William served as the Founder of the Texas Snow Sports Club and was the recipient of the 2018 – 2019 Kappa Sigma Tau Scholarship-Leadership Award. Prior to attending Texas, William earned the Eagle Scout rank at Troop 641, achieving the highest award attainable in the Scouts BSA program of the Boy Scouts of America.
An active outdoor enthusiast, William enjoys fly fishing, hunting, backpacking, skiing, and running the trails with his dog, Harper.
Director of Client Communications
Rachel is the Head of Internal and External Communications, serving as the primary guide for the firm’s communication strategy.
Before her time with Harrell Investment Partners, LLC, Rachel cultivated an extensive background in corporate communications, marketing, customer relations, and business administration. During which, she had the opportunity to work with industry-leading companies such as Frito-Lay and YETI. More recently, Rachel earned her Master of Science in Marketing from The University of Texas at Austin as well as three Marketing Communications Certificates from accredited online platforms.
Originally from Denver, Colorado, Rachel moved to North Texas back in 2010 and has currently lived in Downtown Austin for almost six years. Rachel enjoys giving back to her community, serving as a member of the Austin Alumnae Association of Kappa Kappa Gamma and a community volunteer for Central Texas Food Bank. In her spare time, she loves to run The Town Lake / Lady Bird Lake Trail, watch films with friends, and travel.