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.1 2 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