Julie M. Nagan, RICP, CRPC, ADPA

With more than 25 years of experience in the financial services industry, I am dedicated to helping clients make the most of what they have, so they have more choices – and fewer obstacles – as life unfolds.

I am particularly adept at working with people who are undergoing transitions in their personal or professional lives. I have a deep understanding of the issues, problems and financial needs of families going through transition having gone through it myself with my 91 year-old dad and sister with Multiple Sclerosis. I am a Breast Cancer Survivor and have a passion for helping people navigate through challenges.

As a Chartered Retirement Planning CounselorSM (CRPC®) and Retirement Income Certified Professional® (RICP®), I have the knowledge and credentials to assist clients with every step of their journey to retirement. I am also an Accredited Domestic Partnership AdvisorSM (ADPA®), which gives me insight into the unique financial planning needs of domestic partners.

I have been with Morgan Stanley* since 1990. I have a real passion for helping people navigate change. I enjoy educating clients through holistic financial planning where we map out a plan to meet their needs and aspirations. As a result my clients feel confident that they are on track to meet their goals and therefore can focus on what is important to them.



*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Services Include
  • Retirement Planning1
  • Financial Planning2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Wealth Management5
  • 401(k) Rollovers
  • Planning for Individuals with Special Needs6
  • Long Term Care Insurance7
  • Cash Management8
Securities Agent: WA, WI, TX, SD, PA, OR, OH, NY, MO, MN, MI, ME, MD, MA, KS, ID, HI, GA, FL, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1255675
CA Insurance License #: 0G93403
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Wealth Management Process

      Personal Interests

      A lifelong Washingtonian, I grew up on Mercer Island and currently live in Kirkland.  I love to run around Kirkland and stay active.   As a member of the United States Equestrian Foundation and Washington State Hunter and Jumper Association, I compete in equestrian events both locally and nationally. I am also an active supporter of Catholic Community Service, the National Multiple Sclerosis Society, Humane Society, Fare Start and Little Bit Therapeutic Riding.  

      This is me and my horse Atlas.

        Client Service Team

        • Freya Thukral
          Freya joined Morgan Stanley as a Client Service Associate in 2017, and is responsible for providing outstanding administrative support to our clients. Freya started her career in financial services in 2004 in Australia, and has held several different roles within the industry where she learned the importance of building and maintaining long term relationships.

          Freya loves exploring the outdoors with her husband and little boy as well as involvement with local non-profit support groups.
           
          Email: Freya.Thukral@morganstanley.com

          Phone: (425) 453-3487

        Location

        500 108th Ave NE
        Ste 1900
        Bellevue, WA 98004
        US
        Direct:
        (425) 453-3496(425) 453-3496
        Toll-Free:
        (800) 328-2802(800) 328-2802
        Fax:
        (425) 453-5802(425) 453-5802
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        From Clueless to Clued In: Teaching Teens About Money

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        As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Ready to start a conversation? Contact Julie M Nagan today.
        Market Information Delayed 20 Minutes
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        4Morgan 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.

        5Morgan 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.

        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.

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        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


        CRC 2019752 10/2018