Our Mission

With any successful company, the CFO is integral in that success by strategically organizing, managing and administering the financial assets of the company. Our team acts as the personal Chief Financial Officer for our clients – organizing, managing and administering the family’s financial assets in close coordination with the client and their key advisors, while helping to preserve, grow, and effectively transfer wealth and values. Our process focuses on guiding your personal transition plan from illiquidity via thorough budget and cash flow analysis, managing risk across assets and liabilities, and aligning your investments with your values.
Services Include
  • Wealth Management1
  • 529 Plans2
  • Alternative Investments3
  • Asset Management4
  • Business Planning5
  • Business Succession Planning6
  • Corporate Bonds7
  • Estate Planning Strategies8
  • Executive Financial Services9
  • Financial Planning10
  • Fixed Income11
  • Lending Products
  • Long Term Care Insurance12
  • Municipal Bonds13
  • Planning for Education Funding14
  • Professional Portfolio Management15
  • Retirement Planning16
  • Sustainable Investing17
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 221-8603(503) 221-8603
Toll-Free:
(800) 767-7824(800) 767-7824

Meet The Gulla Gremillion Group

Photo of Johnna Chesley

Johnna Chesley

Senior Registered Client Services Associate

Phone:
(503) 221-8634(503) 221-8634
Photo of Skyler Erben

Skyler Erben

Client Service Associate

Phone:
(503) 412-6330(503) 412-6330

About Me

Julie Gulla is a Senior Vice President and Senior Portfolio Manager with Morgan Stanley, having joined the firm in 1993. As Executive Financial Services Director, she leads one of the top Pacific Northwest private client groups. Her team provides highly customized financial advice and sophisticated wealth management and planning solutions to corporate executives, successful entrepreneurs, and business owners.

She earned her Certified Investment Management Analyst designation from the University of Pennsylvania Wharton Business School and holds a B.A. in Finance and Marketing.

Julie is an active angel investor and is a founding member of the Oregon Angel Fund. She sits on the advisory board for the Morgan Stanley Impact Investing Platform, and is on the Morgan Stanley Alternative Investment Council. She is a long term member of the Investment Management Consultants Association and Portfolio Managers Institute, and a former board member at Oregon Entrepreneur Network.

Julie has been included in the Barron's Top Women Advisors Summit.

Her husband and two daughters keep Julie busy in her free time. They enjoy cycling, running, surfing, good food and fine wine with friends.

CRC2138319  06/2018
Securities Agent: TX, OR, WA, UT, TN, PA, NY, NV, NM, MI, IL, HI, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1408720

About Me

Evan Gremillion is a Portfolio Manager and Executive Financial Services Director at Morgan Stanley with over 10 years of experience. He focuses on working with Executives and business owners on overall wealth planning, Pre/Post-liquidity event planning, concentrated stock diversification issues (Rule 144), and portfolio construction. Having obtained the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), he is able to go very deep on planning issues that these individuals face, helping them navigate and put together a plan that yields the most effective after-tax outcome. 


Evan also creates and runs portfolios for clients; he takes a keen interest in a deep dive fundamental valuation using the Bloomberg Terminal and balances that with Technical charting indicators. Evan holds a Bachelor of Science in Finance and Japanese from Oregon State University; there Evan was involved in the Oregon State Investment Group Fund. He is also involved in many non-profit organizations in Oregon, including Oregon Entrepreneur Network and Technology Association of Oregon. Evan is also a founder of Built Oregon, a digital magazine telling the story of inspiring Oregon small businesses.


Evan lives with his wife and son in Garden Home. When not at work, you will find him mountain biking around the Pacific NW, mixing cocktails, or cooking.
Securities Agent: OR, WA, UT, TX, TN, PA, NY, NV, NM, MI, MA, IL, HI, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1294066

About Me

Samuel Watry / Tel: 503.534.3414
Consulting Group Analyst, Chartered Financial Analyst CFA®

Sam has been with the Firm since 2011 and in the Financial Industry since 2007. He grew up and attended schools in Wisconsin, where he became a shareholder and fan of the Green Bay Packers. Sam and his wife Katie recently had a child which has kept them very busy. He is an avid rafter, a member of the Oregon Whitewater Association, and enjoys spending his free time rafting and camping. Sam is also an AFS Alumnus, after spending a year in Zurich, Switzerland.

About Me

“I really enjoy my role in our relationships with clients.   Anticipating their needs and helping to resolve issues when they arise is probably the most rewarding part of that.  I also love keeping things moving along, whether it’s paperwork, transactions, or coordinating meetings.”

Background

Johnna has been with Morgan Stanley since 2004.  Prior to joining the firm, she was a General Manager for a 25 person service business here in Portland.  She has attended multiple operations and practice management training sessions here at Morgan Stanley. 

Johnna enjoys entertaining, decorating her home in Tigard, and is a regular volunteer at the Oregon Food Bank. 

About Me

Skyler joined Morgan Stanley in 2019 after graduating from Pacific University with a Bachelor’s degree in economics. At Pacific, he was responsible for organizing the school's first student-led investment fund, oriented toward socially responsible investing. Upon graduation, the College of Arts and Sciences and Pacific's Alumni Association awarded Skyler the College’s 2018 Outstanding Graduate Award.

Prior to joining Morgan Stanley, Skyler participated in multiple internships in investment management, where he developed a passion for conducting investment diligence on behalf of both private wealth and institutional clients.

In his free time, Skyler enjoys exploring the Pacific Northwest, hiking, and making the most of the excellent food scene near his home in Northwest Portland.
From Our Team

Sustainability Compendium: MS Views on Sustainability Topics


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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Gulla Gremillion Group 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 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.

2Investors 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.

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

4Morgan 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.

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.

7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

8Morgan 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.

9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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.

11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

13Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

14Morgan 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.

15Morgan 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.

16Morgan 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.

17The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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 suitable 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”) 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.


CRC 2019752 10/2018