Charles E. Bell III, CFP graduated from the University of North Carolina at Chapel Hill in 1991 with a Bachelor of Science in Business Administration. Charles has been a Financial Advisor at Morgan Stanley and its predecessor firms since 1993. Charles holds the CERTIFIED FINANCIAL PLANNER, which he received in 1998. As a member of the Triangle Team at Morgan Stanley, Charles focus is serving the wealth management and planning needs of high net worth families, endowments, foundations, and closely held businesses. Charles is a Senior Portfolio Manager in Morgan Stanleys Portfolio Management Program. Active in the community, Charles is an involved member of his church and various non-profit organizations. He is alumni treasurer of his fraternity Phi Gamma Delta at North Carolina at Chapel Hill and has volunteered in this role since 2002. He serves as an academic mentor at Neighbor to Neighbor. In his leisure he enjoys fly-fishing, hunting, playing blues guitar and mandolin, listening to blues music, and exercise. He resides in Raleigh with his wife Kathryn. They have a daughter Elizabeth who is a Senior at NC State and a son Charles who is a Junior at NC State.