Julia Shen Sivitilli
Senior Vice President,
Financial Advisor,
Alternative Investments Director,
International Client Advisor
Direct:
(561) 838-8925(561) 838-8925
My Mission Statement
Customized investment and financial strategies for clients like you
My Story and Services
Julia Yue Shen is a Senior Vice President at Morgan Stanley, where she advises ultra-high-net-worth individuals, families, entrepreneurs, and corporate executives on sophisticated wealth management needs. With more than a decade of experience, Julia specializes in complex and cross-border financial situations, including liquidity events, business transitions, concentrated wealth, and globally diversified portfolios. She takes a comprehensive approach that integrates investment strategy, asset allocation, alternative investments, estate and legacy planning, tax-aware strategies, philanthropic giving, and intergenerational wealth planning.
A particular focus of Julia’s practice is helping international and globally connected families navigate pivotal moments and major transitions. Whether a client is selling a business, experiencing a significant liquidity event, transferring wealth to the next generation, establishing a philanthropic legacy, or facing an unexpected life event, Julia works alongside clients and their attorneys, accountants, and other professional advisors to bring clarity and coordination to complex financial decisions.
Originally from Nanjing, China, Julia moved to the United States at age 18 and earned a joint bachelor’s degree in Applied Mathematics and Economics from Brown University. She maintains deep personal and professional ties to China, with a home in Shanghai, where she and her family spend time each summer. Julia serves on the Board of Directors of the Baptist Health Foundation and is an accomplished ballroom dancer, having been named a World Pro-Am Ballroom Champion in 2015 and 2018. She lives in Palm Beach, Florida, with her husband and family
A particular focus of Julia’s practice is helping international and globally connected families navigate pivotal moments and major transitions. Whether a client is selling a business, experiencing a significant liquidity event, transferring wealth to the next generation, establishing a philanthropic legacy, or facing an unexpected life event, Julia works alongside clients and their attorneys, accountants, and other professional advisors to bring clarity and coordination to complex financial decisions.
Originally from Nanjing, China, Julia moved to the United States at age 18 and earned a joint bachelor’s degree in Applied Mathematics and Economics from Brown University. She maintains deep personal and professional ties to China, with a home in Shanghai, where she and her family spend time each summer. Julia serves on the Board of Directors of the Baptist Health Foundation and is an accomplished ballroom dancer, having been named a World Pro-Am Ballroom Champion in 2015 and 2018. She lives in Palm Beach, Florida, with her husband and family
Securities Agent: NJ, TN, WA, VA, NC, IN, SC, UT, PA, MD, CA, TX, MI, GA, NY, RI, MA, CT, CO, MN, DC, OH, IL, FL, DE, WI, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1274553
CA Insurance License #: 0M94876
NMLS#: 1274553
CA Insurance License #: 0M94876
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 838-8925(561) 838-8925
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Julia Shen Sivitilli today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
