As a licensed financial advisor in Short Hills, New Jersey, Harvey Bell draws on more than 35 years of experience in the financial services industry. He served for almost 33 of these years as a member of The Bell Team at Merrill Lynch, Pierce, Fenner & Smith, where he assumed the role of Senior Resident Director for the New Jersey Region in management capacity and Senior Portfolio Manager for the firm's Wealth Management Group. As part of Merrill Lynch, Harvey Bell and his team managed upwards of $890 million in clients’ assets. Since 2015, The Bell Team has been at Morgan Stanley.
Harvey Bell holds a master of business administration (MBA) in finance from Texas A&M University, where he focused his studies on commerce. He holds certification as a broker with the Financial Industry Regulatory Authority (FINRA), through which he has also passed four examinations including the General Securities Sales Supervisor Examination (Series 10) and the General Securities Representative Examination (Series 7). Mr. Bell leverages this background to serve a diverse client base of individuals as well as businesses, nonprofit organizations, and investment entities. Beyond his work as a financial advisor, Mr. Bell is also a chaplain in the United States Chaplain Corps.
West Orange, NJ US