Bob applies more than 30 years of wealth management experience to the distinctive roster of families he serves. A recognized industry leader, Bob was named to the 2023 Forbes’ Best in State Wealth Advisors, 2019 Financial Times 400 Top Financial Advisers, and 2019 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) and the Helping Hand Community Advisory Board. He is also a member of Helping Hand Circle of Hope, Dell Children’s Council, and the Admirals Club & Bachelors of Austin. Bob is an avid golfer and lives in Austin with his wife, Karen, and their children, Grace and Wesley.
