My Story & Services

Julie Mamett Shechtman, CFP®
Senior Vice President, Family Wealth Advisor, Alternative Investments Director, Financial Planning Specialist, Portfolio Manager and Financial Advisor at Morgan Stanley Wealth Management

I have been dedicated to providing exceptional service and financial planning advice to my clients for more than 25 years. I was named one of Forbes Magazine's "Top Women Wealth Advisors" in 2018 & 2019 and named as one of Forbes Magazine's "Best-in -State Wealth Advisors" in 2019. Working Women Magazine also recognized me in 2018 on their list of "Top Women Wealth Advisor Moms."

I provide highly customized advice to affluent families, corporate executives, and business owners who have complex lives and seek unbiased and carefully considered guidance on the full spectrum of financial matters. With degrees from Harvard Business School and the Wharton School of Business at the University of Pennsylvania, a decade advising institutional clients at Goldman Sachs, and many years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor at Morgan Stanley, I offer a special set of experiences and depth of knowledge, empowering my clients to make smart choices about their money.

My role as your Financial Advisor is to help you develop a strategy and lay out a clear path that you can comfortably follow, knowing you are making informed, confident decisions in all market conditions. Too often fear drives financial decisions and is the major reason why many financial plans fail. I help clients move beyond the noise and stay focused on their plans, goals and dreams. My comprehensive wealth management approach includes a thorough planning process and a commitment to provide outstanding service and advice.

As your family’s “chief financial officer,” I help review all aspects of your financial life. Your wealth management plan will be customized and carefully structured to navigate ever-changing markets. I provide the personalized service of a small investment boutique yet I am backed by the resources of a major global firm.
Services Include
  • Professional Portfolio Management1
  • Retirement Planning2
  • Wealth Management3
  • 529 Plans4
  • Alternative Investments5
  • Divorce Financial Analysis6
  • Life Insurance7
  • Asset Management8
  • Estate Planning Strategies9
  • Financial Planning10
  • Planning for Education Funding11
  • 401(k) Rollovers
  • Cash Management and Lending Products12
  • Philanthropic Management13
Securities Agent: TX, IL, WI, WA, VA, UT, TN, NY, NJ, NC, MO, MN, MI, MA, KY, KS, IN, IA, GA, FL, DC, CT, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1290695
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

    Experience & Education

    Experience & Education
    Julie began her career in 1987 as a Financial Analyst in Drexel Burnham Lambert’s Beverly Hill’s office. In 1991, she joined Goldman Sachs where she spent the next decade working closely with institutional clients in the firm’s Institutional Equities and Investment Banking divisions in New York and Chicago, rising to Vice President. She joined Morgan Stanley in 2010.

    Julie graduated Magna Cum Laude from the Wharton School at the University of Pennsylvania in 1987, earning a Bachelor of Science in Economics, majoring in Finance and Accounting. She received her MBA from Harvard Business School in 1991. She earned the Financial Planning Specialist designation in 2010. In 2013, she earned the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®) by the Certified Financial Planner Board of Standards. In 2016, she earned the designation of Family Wealth Advisor. In 2018 & 2019, Julie was named as one of Forbes “Top Women Wealth Advisors” and, in 2018, as Working Mother’s “Top Women Financial Advisor Moms”. In 2019, she was named as one of Forbes “Best-in-State Wealth Advisors” and also earned the Alternative Investments Director designation.

      Community Involvement

      • Julie was elected to serve on the Glenview School District 34 Board of Education from 2007 to 2015, a K-8 grade school district with 8 schools and a budget in excess of $75 million.
      • She is the founder, past President and proud supporter of Friends of Youth Services, a local non-profit organization dedicated to helping at-risk youth. Over the last decade, "FOYS" has raisesd over $500,000.
      • Julie is also the founder of the Professional Women's Networking Group of Glenview.
      • Julie has lived in Glenview since 2001 with her husband, Brad, and their four college and high school children, Madeline, Nick, Angela and Blake.
      • In her leisure time, Julie enjoys sweating at Orangetheory, listening to podcasts on long walks, discovering dramas on Netflix, and cheering on her beloved Chicago Cubs.

        Location

        2700 Patriot Blvd
        Suite 150
        Glenview, IL 60026
        US
        Direct:
        (847) 441-3688(847) 441-3688
        Toll-Free:
        (800) 269-9505(800) 269-9505
        Fax:
        (224) 210-1051(224) 210-1051
        From My Desk

        Forbes Magazine’s “Top Women Wealth Advisors” for 2019


        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

        AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

        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

        From Clueless to Clued In: Teaching Teens About Money

        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 Shechtman today.
        Market Information Delayed 20 Minutes
        Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

        1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

        2Morgan 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.

        3Morgan 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.

        4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        5Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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        7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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 and other legal matters.

        10Morgan 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.

        11Morgan 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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        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

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