David Julian, CFP®
Financial Planning Director, Vice President
Miguel Posada, CFP®
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(713) 499-3072(713) 499-3072
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Miguel worked for 11 years with JPMorgan Securities, before joining Wells Fargo Advisors in December of 2014. Now in 2020 with over 21 years of financial experience and knowledge, Miguel brings his past experience into Morgan Stanley as a Senior Vice President in Wealth Management. Miguel holds a Bachelor’s degree from Greenville College. With an emphasis on continuing education, Miguel also earned the CERTIFIED FINANCIAL PLANNER ™, or CFP®, practitioner designation from the College for Financial Planning. To earn this designation, Miguel completed Rice University’s CFP® Graduate Certificate Program, passed rigorous examinations and met stringent experience requirements.
Miguel was born in Pereira, Colombia and raised in Houston, TX. He is fluent in Spanish. While attending Greenville University Miguel played NCAA Division III football for four years and was selected by his teammates to be a team captain.
Away from the office, Miguel enjoys spending time with his wife and four
children. He enjoys family road trips, coaching his children’s youth sports teams and taking his wife dancing.
Miguel was born in Pereira, Colombia and raised in Houston, TX. He is fluent in Spanish. While attending Greenville University Miguel played NCAA Division III football for four years and was selected by his teammates to be a team captain.
Away from the office, Miguel enjoys spending time with his wife and four
children. He enjoys family road trips, coaching his children’s youth sports teams and taking his wife dancing.
Securities Agent: NY, CO, PA, VA, CA, LA, IN, TX, FL, DE, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 2504619
NMLS#: 2504619
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
When managing wealth, there are many aspects that must be covered in order to get a complete plan. Take a deeper look into what I can provide you and your family:
Retirement Planning
Retirement Planning is a core component of wealth management. Taking into consideration potential future costs such as living expenses, travel costs, and education funding is crucial in developing an effective retirement plan. By quantifying your financial needs, creating an action plan, and tracking progress, I can assist you in implementing a plan tailored to you and your goals.
Planning Your Goals
Family Office Resources
When it comes to Ultra High Net Worth, wealth management becomes quite complex with many unique variables to consider. Check out how at Morgan Stanley we care for your UHNW goals and concerns.
Reasons to Work with a Financial Advisor
Estate Planning
When it comes to leaving your legacy to your loved ones, effective and proactive estate planning is essential. From receiving beneficial tax treatment and avoiding legal burdens to streamlining the inheritance process, estate planning makes this possible. I can help with this process and make sure that you are up-to-date when hitting milestones in your life.
Estate Planning Checklist
Tax Management
Taxes are a relevant part in everyone's life, but taking the necessary steps to optimize your tax situation are oftentimes ignored. Building a tax efficient plan helps you in preserving your wealth and preparing you for the tax liabilities you may encounter.
Tax Efficient Investing
Portfolio Management
Managing your portfolio can be very complex and time consuming. In order to make sure it is getting the attention and service it needs, partnering with an experienced professional may be necessary. Take a look into how I can help manage your assets.
Portfolio Management
Business Planning
From starting your business, to getting established, and eventually passing it on, business planning is a crucial part of any business owner’s journey. Just like an individual, a business needs a monitored plan to ensure that they are on the right track towards success.
Choosing a Business EntityModern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Learn more about Family Office ResourcesThe term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Goal Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether you are “On Track” to achieving your financial goals.
Click to watch Video over GPS
eAuthorizations
eAuthorizations (eAuth) enables eligible clients to electronically authorize domestic and international wires, and checks via Transfers Portal initiation, and internal transfers via Workflow initiation through Morgan Stanley Online and the Morgan Stanley Mobile App, currently available for iPhone® and iPad® from the App Store℠ and Android™ on Google Play™.
eAuthorizations GuideInternational Wealth Management
International Wealth Management was founded on the promise of doing first-class business in a first-class way. We remain proud of our value proposition and are deeply committed to delivering a comprehensive wealth management offering to our clients. We serve among the world’s most capitalized institutions, and stand as one of the largest wealth management firms in the world.
International Wealth Management General Capabilities - Spanish VersionInsights for Market Research
We are here to help you navigate the current market environment and what it means for portfolios. These are some resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Global Investment Committee Weekly Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read GIC Weekly Report
On the Market
Market Insights available to help articulate the capabilities of Morgan Stanley as the destination of choice for latest on the market.
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Latest Research from the Firm
Latest Investment Returns by Asset Class
Take a deep dive into how different asset classes are performing in the current market.
Asset Class Insights
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Latest Episode
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest EpisodeClient Service Team
Yesenia Bonila - Senior Registered Client Service Associate
Phone:
(713) 966-2100(713) 966-2100
Email:Yesenia.Bonilla@morganstanley.com
Yesenia Bonilla is a Senior Registered Service Associate serving our Wealth Management clients. She brought her talents and over 15 years of financial service experience and knowledge to Morgan Stanley in May 2021. She began her career with JP Morgan Securities in 2008, before joining Wells Fargo Advisors in December 2014.
Yesenia is responsible for our team’s day to day operations and client service. She nurtures new client relationships and curates existing ones. Her drive, dedication, and ability to connect are only a few of the reasons why she is excels in her role as our Senior Client Service Associate.
Yesenia is a first-generation graduate from the University of Houston. She holds Bachelor’s in Business Administration with a major in marketing. One of her passions is financial literacy and education in the Latino community and amongst high school students. She strives to equip anyone who will listen with the knowledge and skills we need to manage money effectively, and to build a solid foundation for financial success.
Away from the office, she loves to travel the world with her husband, cater to her stepdaughter’s endless adventures, and spend time with family & friends. She and her husband rescued three adorable dogs that bring so much joy and complete their family.
Yesenia is responsible for our team’s day to day operations and client service. She nurtures new client relationships and curates existing ones. Her drive, dedication, and ability to connect are only a few of the reasons why she is excels in her role as our Senior Client Service Associate.
Yesenia is a first-generation graduate from the University of Houston. She holds Bachelor’s in Business Administration with a major in marketing. One of her passions is financial literacy and education in the Latino community and amongst high school students. She strives to equip anyone who will listen with the knowledge and skills we need to manage money effectively, and to build a solid foundation for financial success.
Away from the office, she loves to travel the world with her husband, cater to her stepdaughter’s endless adventures, and spend time with family & friends. She and her husband rescued three adorable dogs that bring so much joy and complete their family.
Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 499-3072(713) 499-3072
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
David Julian, CFP®
Financial Planning Director, Vice President
Logan Mitchell, CFP®
Financial Planning Director, Associate Vice President
About David Julian
David W Julian, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Houston-Post Oak. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
David began his career in Financial Services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he practiced as an attorney in the areas of Estate, Trust, Bankruptcy, and Business Law.
David graduated from Hardin-Simmons University with a Bachelor of Behavioral Science in Psychology in 2008, from SMU Dedman School of Law with his Juris Doctor in 2014 and holds his Certified Financial Planner® designation. He lives in The Woodlands with his wife and two children and their COVID rescue dog, Moose. Outside of work, David enjoys vacationing with his family, Ultrarunning, and watching his favorite sports teams.
David began his career in Financial Services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he practiced as an attorney in the areas of Estate, Trust, Bankruptcy, and Business Law.
David graduated from Hardin-Simmons University with a Bachelor of Behavioral Science in Psychology in 2008, from SMU Dedman School of Law with his Juris Doctor in 2014 and holds his Certified Financial Planner® designation. He lives in The Woodlands with his wife and two children and their COVID rescue dog, Moose. Outside of work, David enjoys vacationing with his family, Ultrarunning, and watching his favorite sports teams.
About David Julian
David W Julian, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Houston-Post Oak. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
David began his career in Financial Services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he practiced as an attorney in the areas of Estate, Trust, Bankruptcy, and Business Law.
David graduated from Hardin-Simmons University with a Bachelor of Behavioral Science in Psychology in 2008, from SMU Dedman School of Law with his Juris Doctor in 2014 and holds his Certified Financial Planner® designation. He lives in The Woodlands with his wife and two children and their COVID rescue dog, Moose. Outside of work, David enjoys vacationing with his family, Ultrarunning, and watching his favorite sports teams.
David began his career in Financial Services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he practiced as an attorney in the areas of Estate, Trust, Bankruptcy, and Business Law.
David graduated from Hardin-Simmons University with a Bachelor of Behavioral Science in Psychology in 2008, from SMU Dedman School of Law with his Juris Doctor in 2014 and holds his Certified Financial Planner® designation. He lives in The Woodlands with his wife and two children and their COVID rescue dog, Moose. Outside of work, David enjoys vacationing with his family, Ultrarunning, and watching his favorite sports teams.
About Logan Mitchell
Logan Mitchell, CFP® is an Associate Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Houston-Post Oak. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Logan began her career in financial services as a Wealth Advisor Associate, at Morgan Stanley in 2019. She matriculated from that role to a Financial Advisor, and joined a team managing a book of business north of $200 million. In order to focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors, in 2018 and holds her Certified Financial Planner® designation. She lives in Memorial City, Houston with her family. When she is not playing with her 6-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
Logan began her career in financial services as a Wealth Advisor Associate, at Morgan Stanley in 2019. She matriculated from that role to a Financial Advisor, and joined a team managing a book of business north of $200 million. In order to focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors, in 2018 and holds her Certified Financial Planner® designation. She lives in Memorial City, Houston with her family. When she is not playing with her 6-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Miguel Posada today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
