Founding Principal
Rory has been married to his wife, Becky, since 1975 and has one adult child, Megan, a son-in-law, Corvas, and a...
Welcome to Bellingrath
Bellingrath Wealth Management & Employee Benefits is a boutique firm serving businesses and individuals based primarily in the southeastern part of the United States since 1977.
Our goal is to provide you with relevant information and guidance so that you can make well-informed financial decisions.
We recognize every client is unique and, therefore, take a personalized team approach to providing guidance.
At Bellingrath, we take pride in our independence. We are not obligated to promote any specific investment or insurance product.
Our team has combined experience of over 60 years. We can consult with your tax and legal professionals in order to provide a well-rounded financial plan.
Comprehensive Wealth Management & Employee Benefit Management,
Bellingrath Wealth Management and Employee Benefits provides guidance to individuals and businesses to help pursue their financial goals.
The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.
Our Team
Wealth Manager
Garlan, having been born at Baptist, has loved all things New Orleans from the very beginning. He earned a Bachelor of...
Advisor Support Specialist
Alexandra (Alex), born and raised on the Northshore, loves living in the Historic Lower Garden District on Magazine...
Client Services Associate
A native of New Orleans, Roxanne enjoys spending time with her son, (Evan), daughter, (Sophia), husband, (Jon), three...
Client Services Associate
Danielle was born and raised in Southfield, MI, a suburb of Detroit. When she wasn't playing on the volleyball court or...
Blog
