About Harvey Bell

Financial Advisory Leader in New Jersey

 

Since the early 1980s, Harvey Bell has leveraged substantial experience in financial advising to help clients reach their financial goals. He works with individuals, corporations, and non-profit organizations to manage their investment portfolios and allocate their wealth so as to facilitate potential growth. Harvey Bell currently serves in this capacity as a managing director, Portfolio Managing Director, and leader of the Bell Team at Morgan Stanley in Short Hills, New Jersey.

Mr. Bell joined Morgan Stanley and Morgan Stanley Private Bank National Association in 2015, having previously served for 33 years with Merrill Lynch, Pierce, Fenner & Smith. He led as a senior resident director as well as a Managing Director for a number of New Jersey offices and held the position of senior portfolio manager within the Global Wealth Management Group while also conducting advisor trainings in the firm’s Princeton education facility.

An alumnus of Texas A&M University with an MBA in finance, Harvey Bell has also passed four Financial Industry Regulatory Authority (FINRA) examinations, including the Series 7 General Securities Representative Examination and the Series 10 General Securities Sales Supervisor Examination.