
Julian A. Gualtieri

My Mission Statement
My Story and Services
"Grit and vision, working in locked steps, puts you on the path to your full potential"
Julian A. Gualtieri, Pacesetter's Club Member, 2025
Morgan Stanley Wealth Management Pacesetter's Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter's Club membership is no guarantee of future performance.
Julian manages a selected group of clients from both international and US markets. Working alongside his dedicated team, he provides specialized services to a diverse range of clients, including entrepreneurs, professionals, institutions, and sports and entertainment investors.
Julian is considered one of the most talented advisors of the next generation.
His expertise lies in his ability to understand the complex and unique financial situations of his clients, allowing him to tailor bespoke solutions that align with their goals. By focusing on both preserving and growing their capital, he helps clients achieve their financial dreams.
Julian's clientele spans the globe, necessitating a deep understanding of various international financial regulations and market dynamics. This global perspective enables him to offer comprehensive advice that takes into account the nuances of different economic environments. His work with US clients is equally thorough, leveraging his knowledge of the US financial landscape to provide strategies that maximize growth and security.
Prior to his distinguished career in finance, Julian was a professional basketball player in both Europe and the United States. In 2013, he was honored as one of the top 24 players in Europe at the Slovenia EuroBasket tournament. Julian hails from San Marino, Italy, where he played an integral role on the national team. His athletic background has instilled in him a strong sense of discipline and teamwork, qualities that he brings to his financial advisory practice.
Julian's commitment to his clients is evident in his personalized approach, ensuring that each client receives the attention and expertise needed to navigate their financial journey successfully.
NMLS#: 2687760
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- Alternative InvestmentsFootnote3
- Art AdvisoryFootnote4
- Foreign ExchangeFootnote5
- Institutional ServicesFootnote6
- Business PlanningFootnote7
- Corporate Investment SolutionsFootnote8
- Corporate Pension Plans
- Endowments and FoundationsFootnote9
- Stock Plan ServicesFootnote10
- Cash Management and Lending ProductsFootnote11
- Financial PlanningFootnote12
- Trust AccountsFootnote13
- Retirement PlanningFootnote14
- Estate Planning StrategiesFootnote15
- Life InsuranceFootnote16
- AnnuitiesFootnote17
- 401(k) Rollovers
Our Process
Tax and Estate planning: we work with your tax and legal advisors; we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your financial objectives.
The Morgan Stanley Mobile App will give you the flexibility & ease of keeping tabs of your finances on the go. You will be able to log in faster online, easily view activity, deposit checks, among many other benefits the mobile app provides.
International Wealth Management
Julian Gualtieri and his group are based in Miami, Florida, and supported by a staff that understands the special requirements of international investors.
“We speak our clients’ languages, understand their cultures, and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted and customized solutions that help our clients pursue their goals and address their unique financial needs.” - Julian Gualtieri
CORPORATIONS & EXECUTIVES
• Your team can call on firm specialists to help you evaluate various exit strategies to determine which can help meet your personal goals and your aspirations for the ongoing business after your departure.
RESOURCE SELECTION
• We can connect you with a Morgan Stanley investment banker or third-party affiliate based on factors such as transaction size and type, likely purchasers, your industry, and geographic focus.
INCOME TAX PLANNING
• Working closely with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies to reduce your tax liability.
ESTATE PLANNING
• Through the estate planning process, we can help you update your will and other foundational documents to reflect your new success. Whether addressing issues of succession, inheritance, or creditor protection, we can help you develop gifting and other strategies before the sale that may help reduce taxes on some or all of the proceeds—as well as on future appreciation of assets.
TEAM OF SPECIALISTS TO SIMPLIFY COMPLEXITY
• Our team can help you identify the specialized skills required to address your needs and objectives and assemble a team to focus on your goals. Drawn from the global resources of Morgan Stanley and in coordination with your outside advisors, your team is likely to include specialists in risk management, customized liquidity strategies and income and estate taxation.
Location
4.25% ANNUAL PERCENTAGE YIELD (APY) PREFERRED SAVINGS PROGRAM
Portfolio Insights
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
5GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
14When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
15Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
16Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
17Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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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.
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