Harvey Bell serves as a managing director, team leader, and senior portfolio manager with Morgan Stanley in West Orange, New Jersey. He draws on more than 35 years of professional experience and has passed four Financial Industry Regulatory Authority (FINRA) certification exams, including the General Securities Representative Examination and the Uniform Investment Adviser Law Examination. Licensed as an investment advisor and registered through FINRA as a broker, Harvey Bell draws on a diverse knowledge of available resources to help clients protect and potentially expand their wealth.
Harvey Bell comes to his current role following service as senior resident director with Merrill Lynch, through which he oversaw a number of offices across New Jersey. In addition, while in service to Merrill Lynch, Mr. Bell led as senior portfolio manager for the firm’s Global Wealth Management Group and served as a trainer to fellow advisors through its leadership development team.
An active philanthropist in his free time, Mr. Bell has chaired a number of endowment campaigns and committed his time and other resources to several non-profit initiatives. He most recently became involved with The Lawfare Project and The American Israel Public Affairs Committee.