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.
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 holds professional designations as a Wealth Management Specialist (WMS) and Certified Estate Planner (CEP). He 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 over 20 years of financial services experience, Anna utilizes her skills and expertise to help individuals and families navigate the complexities of their financial lives.
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. She holds the professional designation of Accredited Asset Management Specialist (AAMS℠). Anna is passionate about serving her community through her work on the advisory board of Literacy First and on the philanthropy committee of Texas Women of Wall Street.
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 loves watching movies, the Dallas Cowboys, and playing golf.
Eva Jones, WMS, CEP©
Client Services Director
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.
Vickie Klepper, CFP©
Senior Financial Planning Associate
Vickie has over ten years of experience in the financial management industry and in the healthcare and educational communities. Vickie is passionate about helping others by providing exceptional service and support. She enjoys building relationships with clients and collaborating with team members to find best solutions for internal and external communications.
Vickie has volunteered with Foundation Communities preparing tax returns and providing financial coaching. She is most proud to have served on numerous board positions of the Travis County Medical Alliance, including president, to promote healthcare for citizens of Travis County and advocating for medicine.
Vickie holds a Bachelor of Business Administration in Finance from the University of Houston. She completed the Financial Planning Certificate program at The University of Texas at Austin and received the Certified Financial Planner™ mark in 2014.
Vickie’s interests are in exercising, nutrition, and staying fit. Her favorite place to enjoy the outdoors is the hike and bike trail at Ladybird Lake. She is passionate about photography and takes many photos related to landscaping and architecture.