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Team

At RockBridge Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing Principles and Strategies
  • Retirement Investing and Distribution Strategies
  • Estate Conservation Issues
  • Risk Management Analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Damian M. Bell, CFP®

Founding and Managing Partner

(251) 990-3456

(251) 625-8848

damian@rockbwm.com

Damian Bell is a founding partner of RockBridge Wealth Management, Inc. and is the firm’s managing partner. He specializes in the areas of total financial planning for clients and business owners.Damian is a graduate of Tulane...
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Stephen A. Pierce

Senior Financial Advisor

(251) 990-3456

(251) 625-8848

stephen@rockbwm.com

Stephen is a Senior Financial Advisor at RockBridge Wealth Management. His area of focus is comprehensive retirement planning for his clients. Stephen is a graduate of the University of Southern Mississippi. While there, he was a tight...
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Lynn N. Koors

Operations Manager

(251) 990-3456

(251) 625-8848

lynn@rockbwm.com

Lynn is the heart and soul of the team’s operations. As the Operations Manager, she is responsible for all the “behind the scenes” activity that goes on at RockBridge.Lynn began her career in the financial services profession in 1986...
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James A. Conwell, II

Vice President of Investments

(251) 990-3456

(251) 625-8848

jim@rockbwm.com

Jim is the Vice President of Investments with RockBridge Wealth Management. Jim's areas of specialty are Retirement Planning and Retirement Income Management. Jim attended the University of Alabama and graduated from the University of...
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Adam P. Bell, CFP®

Investment Consultant

(251) 990-3456

(251) 625-8848

adam@rockbwm.com

Adam joined the RockBridge Wealth Management Team in September of 2008. He concentrates his efforts in the area of financial planning and services to retirees. Adam is a graduate of the University of South Alabama where he studied...
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