The founder and leader of The Bell Team at Morgan Stanley, Harvey has been helping clients reach their goals since 1982. In 2015, he brought the team to Morgan Stanley from Merrill Lynch to expand and strengthen the services and resources available to clients. Harvey draws on his 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. He also works with a limited number of businesses and non-profit organizations. Harvey has been a thought leader in our industry for much of his career. He served as Senior Resident Director at Merrill Lynch, overseeing offices across New Jersey. He was also a Senior Portfolio Manager in the Global Wealth Management Group, and helped run a leadership development team to train other advisors. Harvey earned an M.B.A. in Finance from Texas A&M University. Harvey is a Board Member of the Friars Club and a Board Member of the Zionist Organization of America (ZOA). 