Get to know Jonah Tivey

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Jonah Tivey

Client Service Advisor

Jonah learned the value of money at a young age, watching his parents grow their own business. This taught him the importance of smart money management and instilled in him a desire to help others learn about personal finance. He enjoys playing a role in the team environment at Bella in our mission to help people feel at ease with their financial future.

Jonah graduated with a bachelor’s degree in business administration from the University of Florida. He has passed the Series 7, 63 and 65 securities exams and can offer a broad range of investment products and services. His background as a trader with Morgan Stanley also taught him about operations and market mechanics.

In his free time, Jonah enjoys reading and camping. He also works with Atlanta-based musicians doing music production.