Harvey Bell - Management Director at Morgan Stanley

About

Harvey Bell - Management Director at Morgan Stanley

Harvey Bell, a distinguished financial advisor, has built an illustrious career in the wealth management industry over four decades. As the Managing Director and Senior Portfolio Management Director at Morgan Stanley in Short Hills, New Jersey, he leads The Bell Team with a commitment to excellence. Harvey's journey began at Merrill Lynch, where he served as a Senior Resident Director overseeing New Jersey offices and played a pivotal role as a Senior Portfolio Manager in the Global Wealth Management Group. His leadership extended to the development of training programs for other advisors, showcasing his dedication to nurturing talent.

In 2015, Harvey transitioned The Bell Team to Morgan Stanley, expanding their capabilities to offer comprehensive wealth management services, including investments, retirement planning, and estate planning strategies. His expertise is recognized with accolades, such as being named one of Forbes’ Best-In-State Wealth Advisors for multiple years.Harvey's academic background includes an MBA in Finance from Texas A&M University, and he holds several certifications from the Financial Industry Regulatory Authority (FINRA). Residing in West Orange, NJ, Harvey engages in community service and enjoys spending time with his family, including his four children and five grandchildren. His passion extends to sports and music, with a fondness for the New York Knicks and Frank Sinatra.

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