Bella High
- Lutz
- (727) 306-8704
- Bella@BaseWealthManagement.com
“My goal is to make sure every client feels supported and confident throughout the financial planning process so our advisors can focus on helping them reach their goals.”
Biography
Bella High is the Client Services Manager at Base Wealth Management, where she is dedicated to delivering a seamless and thoughtful client experience throughout every stage of the financial planning process. She works closely with advisors and clients to ensure the wealth management process remains organized, efficient, and focused on each client’s long-term goals.
She brings over 3.5 years of experience in the wealth management industry, with a strong background in client service, account operations, and financial planning support. Bella has extensive experience assisting with account servicing, investment implementation, and ongoing relationship management.
Bella earned her Wealth Management Specialist designation through Kaplan in 2024 and has experience working with major custodians and platforms such as Schwab and Fidelity.
Outside of work, Bella enjoys traveling, exploring new coffee shops, and spending time with her husband and family.
Education
– Santa Fe College
WHAT SUZY LIKES TO HELP WITH
Client Onboarding
Suzy’s expertise ensures your onboarding experience is personalized and seamless.
Customer Service
Suzy’s dedication to service translates into a clear path toward achieving your goals.
Account Connections
Suzy excels in seamlessly connecting your accounts to our portal, ensuring a cohesive overview.
