Geoff Bell

Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Finance

Consumer Services

Profile

Mr. Geoffrey N.
Bell, CFA, is a Senior Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in February 2005.
His role on the team includes wealth forecasting, portfolio management, analytics, and performance reviews.
His experience extends to helping clients develop restricted-stock awards strategies, including Rule 10b 5-1 programs and other Rule 144 issues.
Additionally, he also facilitates family meetings for the discussion of intergenerational wealth transfers.
Mr. Bell received dual Bachelor's degrees in Economics and Management and Society from the University of North Carolina in Chapel Hill.
He is a Chartered Financial Analyst (CFA) charter holder and holds the Certified Portfolio Manager (CPM) designation.

Geoff Bell active positions

Companies	Position	Start
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Portfolio Manager-Equities	2005-01-31

All active positions of Geoff Bell

Former positions of Geoff Bell

Companies	Position	End
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Analyst-Equity	-

See the detail of Geoff Bell's experience

Training of Geoff Bell

The University of North Carolina at Charlotte

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Geoff Bell's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Finance