The Bell Team - Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The first thing I ask is what do you want out of life and what purpose does your money serve? With decades of experience providing guidance, I create custom portfolios on a foundation of purpose.

As a father-daughter team with over 50 years of combined experience, we apply our family values of integrity, transparency, and empathy to help families for this generation and the next.