Professional Experience:

Present: Michael Bell, CFP^® & Austin Mall, CFP^®; Personal financial planning services provided to individuals, businesses, and entities. CERTIFIED FINANCIAL PLANNER^® designation awarded by the Certified Financial Planner Board of Standards, Inc. upon meeting educational, experience, examination, and ethical requirements, and having committed to providing financial planning services that adhere to the CFP Board’s standards of excellence.

2020-2026: Morgan Stanley: Financial Advisor and CFP^®. Awards: Pacesetters Club (2025), granted to advisors who have demonstrated high professional standards, exceptional client service, and met strict criteria regarding revenue, assets under supervision, and compliance.

2019-2020: St. Pius X Catholic High School: Economics Instructor and Lacrosse Coach. 

Education:

2011 – 2014: Clemson University, SC. Bachelors of Science in Economics, Magna Cum Laude. Minor in Financial Management.

2013: London School of Economics and Political Science, London, England. Completed core Economics courses toward Clemson degree.

2020 – 2023: The American College, King of Prussia, PA. Completed CFP^® courses: Estate, Investment, Insurance, and Tax Planning.

2016 – 2018: St. John Vianney College, Miami, FL. Bachelors of Philosophy, Summa Cum Laude.

Licenses and Professional Designations:

Certified Financial Planner (CFP^®)

Investment Advisor Representative

General Securities – Registered Representative (Series 7)

Uniform Securities Agent (Series 63)

Uniform Combined State Law Exam (Series 66)

Health, Life, and Variable Annuity

Associations: 

United States Tennis Association (USTA), member