Sign In
Get Clay Free →

Suggestions

    Julie Axelrod

    Executive Director, Portfolio Management Director, Financial Advisor at Morgan Stanley

    Julie Morris Axelrod is a senior financial professional at Morgan Stanley with extensive experience and credentials in wealth management and financial advising.12 Her current roles and titles include:

    Professional Positions

    • Executive Director, Wealth Management
    • Financial Advisor
    • Senior Investment Management Consultant
    • Financial Planning Specialist
    • Portfolio Management Director

    Background and Expertise

    Julie Axelrod graduated Magna Cum Laude from Tulane University.3 She has over 14 years of experience in the financial industry. At Morgan Stanley, she specializes in providing tailored financial advice and solutions to help clients meet their life and financial goals.1

    Services Offered

    As a Financial Advisor, Julie Axelrod offers a wide range of services, including:

    • Financial planning
    • Professional portfolio management
    • Retirement planning
    • Estate planning strategies
    • Corporate retirement plans
    • Tax-efficient investing
    • Business succession planning

    Credentials and Licenses

    Julie Axelrod holds multiple securities licenses and is registered as a:

    • Securities Agent in numerous states
    • General Securities Representative
    • Investment Advisor Representative
    • Managed Futures professional

    She also holds a California Insurance License (number 0I51806).1

    Julie Axelrod's approach focuses on leveraging her experience, intellectual capital, and dedicated personal service to provide customized advice and solutions for her clients' financial needs.1

    Related Questions

    What are Julie Axelrod's specific areas of expertise?
    How long has Julie Axelrod been with Morgan Stanley?
    What educational background does Julie Axelrod have?
    Can I see client testimonials for Julie Axelrod?
    What types of investment strategies does Julie Axelrod recommend?
    Julie Axelrod
    Julie Axelrod, photo 1
    Julie Axelrod, photo 2
    Get intro to Julie
    Add to my network

    Location

    Miami-Fort Lauderdale Area