Harvey Bell, Mba

Harvey Bell, Mba Email and Phone Number

Managing Director - Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Harvey Bell, Mba's Location
New York City Metropolitan Area, United States
Harvey Bell, Mba's Contact Details

Harvey Bell, Mba work email

Harvey Bell, Mba personal email

n/a
About Harvey Bell, Mba

I am the founder and leader of The Bell Team at Morgan Stanley, I have been helping clients reach their goals since 1981. In 2015, I brought the team to Morgan Stanley from Merrill Lynch to expand and strengthen the services and resources available to clients.I draw on my extensive experience, knowledge and training to provide a comprehensive array of wealth management services – these may include investments, financial planning, retirement planning, philanthropy, estate planning strategies, credit & lending, and cash management solutions. I also work with a limited number of businesses and non-profit organizations. I have been a thought leader in our industry for much of my career. I served as Senior Resident Director at Merrill Lynch, overseeing offices across New Jersey. I was also a Senior Portfolio Manager in the Global Wealth Management Group, and helped run a leadership development team to train other advisors. I earned an M.B.A. in Finance from Texas A&M University. I am a Board Member of the Friars Club. I am also a member of the United States Chaplain Corps, where I offer help and support to those who find themselves amid life challenges and crises.

Harvey Bell, Mba's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director - Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation at Morgan Stanley
new york, new york, united states
Employees:
78669
Harvey Bell, Mba Work Experience Details
  • Morgan Stanley
    Managing Director - Wealth Management | Financial Advisor
    Morgan Stanley Jun 2015 - Present
    Short Hills, New Jersey, Us
    I focus on aligning client needs with wealth management services. Our team is guided by 7 Principles, which help us answer client questions such as “Will I have the money I need when I need it?” and “How do I guard against financial catastrophe.”©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or… Show more I focus on aligning client needs with wealth management services. Our team is guided by 7 Principles, which help us answer client questions such as “Will I have the money I need when I need it?” and “How do I guard against financial catastrophe.”©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 1411768 Show less

Harvey Bell, Mba Education Details

Frequently Asked Questions about Harvey Bell, Mba

What company does Harvey Bell, Mba work for?

Harvey Bell, Mba works for Morgan Stanley

What is Harvey Bell, Mba's role at the current company?

Harvey Bell, Mba's current role is Managing Director - Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation at Morgan Stanley.

What is Harvey Bell, Mba's email address?

Harvey Bell, Mba's email address is ha****@****ley.com

What schools did Harvey Bell, Mba attend?

Harvey Bell, Mba attended Texas A&m University.

Who are Harvey Bell, Mba's colleagues?

Harvey Bell, Mba's colleagues are Kwayne Estrim, Toufic Akkary, Natalie Ashoory, Jessica Spondouris, Prakash Shindalkar, Baibhav B. Barwal, Luca Fiorilli.

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