THE MARQUE
Harvey Bell

Harvey Bell

Financial Advisor | Managing Director | Senior Portfolio Management Director

New York, US

Profile Verified by The Marque

Last Updated: 22 Sep 2026

In Their Own Right

Biography

Harvey Bell, MBA, is a Managing Director, Financial Advisor, and Senior Portfolio Management Director at Morgan Stanley Wealth Management. A veteran of the financial services industry, he has advised clients on investment and wealth planning matters for more than four decades. He is the founder and leader of The Bell Team, which moved with him to Morgan Stanley in 2015, following more than 30 years at Merrill Lynch.

Based in Short Hills, New Jersey, Harvey advises high-net-worth individuals, families, corporate executives, business owners, and nonprofit organizations on investment management, retirement planning, estate planning strategies, philanthropy, and intergenerational wealth planning.

Prior to joining Morgan Stanley, Harvey held senior leadership roles at Merrill Lynch, including Senior Resident Director overseeing offices across New Jersey. He also served as a Senior Portfolio Manager within the firm’s Global Wealth Management Group and contributed to advisor leadership and training initiatives.

Harvey has been recognized in the Forbes Best-In-State Wealth Advisors rankings each year from 2022 to 2026 and was ranked by Forbes as one of New Jersey’s leading high-net-worth advisors in 2026. The Bell Team was also named in the Forbes Best-In-State Wealth Management Teams rankings from 2023 to 2026. Harvey earned an MBA in Finance from Texas A&M University and is FINRA-registered, holding Series 7 and Series 10 securities licenses.

Outside work, Harvey is active in philanthropic and community initiatives. He is a member of the United States Chaplain Corps and has supported organizations including the American Israel Public Affairs Committee and The Lawfare Project. He also served on the Board of Trustees of The Friars Club, the historic private club long associated with New York’s entertainment and cultural community before its closure in 2024.

The Record

Background

  • 2015 — Present

    Financial Advisor | Managing Director | Senior Portfolio Management Director

    Morgan Stanley Wealth Management

    Morgan Stanley is a global financial services firm providing wealth management and investment banking services worldwide. Harvey leads The Bell Team, a New Jersey-based advisory group working with high-net-worth individuals, families, businesses and nonprofit organizations. He serves as a Managing Director, Financial Advisor, Senior Portfolio Management Director, and Workplace Advisor, Equity Compensation.

  • 1983 — 2015

    Senior Resident Director | Senior Portfolio Manager, Global Wealth Management Group

    Merrill Lynch

    Harvey spent more than 30 years at Merrill Lynch, Pierce, Fenner & Smith, one of the largest US wealth management firms at the time. As Senior Resident Director, he oversaw several offices across New Jersey and helped lead advisor training at the firm’s Princeton training headquarters. He also served as a Senior Portfolio Manager within the firm’s Global Wealth Management Group.

Formative Years

Education

  • Texas A&M University

    Master of Business Administration (MBA), Finance

    2002 — 2007