David Julian, CFP®
Financial Planning Director, Vice President
Robert E McKelfresh
Vice President,
Financial Advisor
Direct:
(713) 966-2129(713) 966-2129
Toll-Free:
(800) 666-6069(800) 666-6069
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.Services: Asset ManagementEstate Planning StrategiesAlternative InvestmentsFinancial PlanningRetirement PlanningMunicipal BondsCash ManagementExchange Traded FundsCertificates of DepositAnnuities
Securities Agent: CO, LA, VA, AL, NC, MO, MA, IL, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272983
NMLS#: 1272983
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
- BA - Journalism, 1977 - Colorado State University
- Series 7, 63 & 3 Licensed
- Life, Health & Variable Annuity Insurance Licensed
Experience
1987 - Present:
Morgan Stanley*
Vice President
Financial Advisor
Houston, TX
1984 - 1987: Merrill Lynch
Houston, TX
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley*
Vice President
Financial Advisor
Houston, TX
1984 - 1987: Merrill Lynch
Houston, TX
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 966-2129(713) 966-2129
Toll-Free:
(800) 666-6069(800) 666-6069
Fax:
(713) 966-6808(713) 966-6808
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
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Ready to start a conversation? Contact Robert E McKelfresh 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 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
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)