New Jersey-based Harvey Bell is a well established Morgan Stanley financial professional who has maintained licenses in his field since the early 1980s. As a Managing Portfolio Director, Managing Director, and leader of Morgan Stanley’s Bell Team, he emphasizes whole family approaches to sustained wealth creation. Harvey Bell’s perspective is shaped by his own experiences in providing for family and children at appropriate saving and investment levels.

Mr. Bell’s previous experience includes a position with Merrill Lynch as Managing Director and Senior Resident Director. He served in leadership roles with the Merrill Lynch Global Wealth Management Group while overseeing offices across the New Jersey region. His responsibilities extended to serving on the firm’s leadership development team and providing training to advisors at the Princeton training facility.

Mr. Bell holds an MBA from Texas A&M University and achieved broker’s certification with the Financial Industry Regulatory Authority (FINRA). Through FINRA, he has passed a number of examinations, including the Series 7 General Securities Representative and Series 10 General Securities Sales Supervisor exams.