© 2026 Arizent. All rights reserved.
Wirehouses

Morgan Lands $3.6M Producers

By Shreya Agarwal
Published June 24, 2015, 11:28 a.m. EDT
|
Updated July 09, 2016, 1:56 p.m. EDT
1 Min Read
morganstanleywindow

A pair of $3.6 million producers who worked more than 30 years at Merrill Lynch have left the wirehouse for rival Morgan Stanley.

Processing Content

Brothers Harvey Bell and Murray Bell, working as a team, were recruited over to Morgan by Jeff Crystal, head of the firm's branch in Ridgewood, N.J., according to the company. Both had been with Merrill in Jersey City, about 15 miles away, where they previously oversaw about $620 million in combined client assets, a Morgan spokesperson said. Harvey Bell joined the firm in 1982, while his brother started two years later.

The team operates as Bell and Associates, according to the advisors' LinkedIn accounts, and specializes in high-net-worth individuals and corporations. 

Merrill also lost two teams producing a combined $3 million before making their moves to RBC and Raymond James over the past month.

Read more:

 


Shreya Agarwal
For reprint and licensing requests for this article, click here.
Wirehouses Career moves
MORE FROM FINANCIAL PLANNING
For women advancing in the industry, there are 2 sides to comparisons

Women pursuing career milestones like opening their own RIAs could fall into traps based on those comparisons — or use them as inspiration and research.

fp_author_Tobias_Salinger.jpg
By Tobias Salinger
Chief Correspondent
July 1
6 Min Read
Association of African American Financial Advisors CEO Sheena Gray spoke before a record 300 attendees last week at the organization's annual Women's Impact Initiative Network Conference.
62% of investors oppose SEC proposal to reduce public company quarterly reports

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

Zoe Sagalow
By Zoe Sagalow
Reporter
July 1
2 Min Read
chart visualization
How advisors can help clients navigate medical debt and plan for emergencies

Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.

Kathryn Miller headshot
By Kathryn Miller
Reporter
July 1
4 Min Read
chart visualization
When Roth conversions make sense — and the smart way to pay the taxes

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.

Zoe Sagalow
By Zoe Sagalow
Reporter
June 30
5 Min Read
chart visualization
Ready to get a retirement certification? Consider these factors

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

fp_author_Tobias_Salinger.jpg
By Tobias Salinger
Chief Correspondent
June 30
5 Min Read
Conferrals of new RICP marks jumped 33% in 2025, boosting ranks of designees above 11,000
Early-career advisors want something unexpected: an office

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.

IMG_5943.jpg
By Grace L. Williams
Reporter
June 30
3 Min Read
Business people handshake outdoor