Our relationship-focused team is dedicated to building trust through honesty, professionalism, and exceeded expectations.

Robert K. Harrell II

Bob applies more than 30 years of investment experience to the distinctive roster of families he serves. A recognized industry leader, Bob was named to the 2023 Forbes’ Best in State Wealth Advisors2019 Financial Times 400 Top Financial Advisers and Barron’s Top Independent 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.

Anna Bodine

Anna Bodine
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.

Dee Dalvi

Dee Dalvi
Senior Vice President of Operations
Chief Compliance Officer

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.


Natalie Sanchez
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. Wilson III
Director of Investment Research
Wealth Advisor

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.

Caroline Morgan

Caroline Morgan
Director of Investment Operations

Caroline helps our clients through portfolio management by executing securities transactions and conducting research and portfolio analysis of firm investment models to ensure maximum returns and created the firm’s alternative investments platform.

She has supported the closing of $500 million of C-PACE transactions at her previous employer, Petros PACE Finance. Caroline achieved University Honors all years of college. She holds a Bachelors of Business Administration in General Finance from the University of Texas at Austin, with a Minor in Management Information Systems.

Caroline enjoys pilates and yoga, is an avid cook, and is passionate about health and wellness.

Megan Manning

Megan Manning
Executive Assistant

Megan provides the highest level of service to our team and clients in order to gain experience and knowledge in the industry.

She serves as the Recruitment Director and Social Chair for Kappa Alpha Theta and part of the Women in Business Administration. Megan is working towards a Bachelor of Arts degree in Human Dimensions of Organizations and a minor in business from the University of Texas.