Team Member Profile

Professional Biography

Bella Swanson is a Paraplanner at Carlson Capital Management. In this role, Bella works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. She is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Bella also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, she is responsible for leveraging firm technology to best serve clients.

Bella graduated summa cum laude from the University of Wisconsin – Eau Claire with a Bachelor of Business Administration in Finance, as well as a minor in Information Systems. At UW, Bella was active in the Blugold Marching Band Colorguard, danced and choreographed for the Concert Dance Company, and served as President of Beta Gamma Sigma, the international business honor society. Prior to CCM, she completed two internships relating to the financial industry, deepening her passion to continue her career. To make this happen, she received her Series 65 license to both strengthen her knowledge, as well as solidify her interest in the field.

As a native of Bloomington, Minnesota, Bella is close to home at CCM. In her free time, she enjoys hanging out with friends, family, and her cat, Akechi. With family, Bella loves to travel to Disney for vacation – in college, she participated in the Disney College Program and spent a few months working in the parks. With friends, Bella finds herself watching movies, playing video games, and going on outings.

Personal Thoughts

I started my finance career believing it would be a good fit because I enjoy organization, numbers, and analytics. After completing a corporate finance internship, I realized I wanted to pursue the field from a more personal angle. Discovering wealth advisory and financial planning completely changed my view of what a finance career could look like. Not only does it allow continuous learning opportunities, but it gains a personal touch. Managing one’s finances can be stressful and confusing for many people, and I truly appreciate having the opportunity to give clients peace of mind. It is so important to have a strategy to enjoy life the way you want.