Geoff Bell joined Merrill Lynch Wealth Management in 2005. Focusing on improving financial decision-making to progress toward client goals, 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.

Geoff is a Chartered Financial Analyst (CFA) Charterholder and holds the Certified Portfolio Manager (CPM) designation. In his spare time, he serves as corporate secretary for the Research Triangle Chapter of the National Association of Corporate Directors.

Geoff was named to Forbes’ “America's Top Next-Generation Wealth Advisors” list in 2018. He was also named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019.

Geoff received dual bachelor’s degrees in economics and management and society from the University of North Carolina in Chapel Hill. While there, he completed a summer internship at Merrill. Geoff resides in Cary, NC, with his wife, Jennifer, and their children, Adrian, Declan, Tyson, and Ava. His interests include soccer, mountain biking, golf, micro brewing, and travel.