The Peloso-Barnes Group

You deserve a financial team that makes you feel well cared for, informed and secure. Advisors who understand the critical importance of your hopes and fears. Allies who celebrate your life choices and help you plan so that your dreams can come true.

Our top priority is to help you meet this simple definition of financial planning:

Making sure that the right person in your life will have the right cash needed to do the right thing at the right time.

If you are following a unique path, be it what you do, where you live or who you love, you’re likely to encounter complex circumstances.  We understand those challenges.  We are a team of Financial Advisors dedicated to simplifying the financial intricacies of your life. We get you and we’ve got your back.
Services Include
  • LGBT Planning Services
  • Financial Planning1
  • Planning for Special Needs Individuals2
  • Retirement Planning3
  • Professional Portfolio Management4
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
As our client, you are smart, talented, and dedicated to forging your own way in the world. You may even have created a new path that wasn't expected, anticipated, desired or understood by the people around you. You may not have planned your path, but have discovered along the way that it's the most authentic choice available to you.

We are intimately familiar with what it’s like to take courageous risks in life. That’s who we are and those are the people we work with. We support you in following your heart because that’s what we do, too. We know it’s aligned to your deepest truth.
    Credentials really do matter. They demonstrate our deep level of knowledge, our advanced training, and our commitment to finding the very best solutions to match your needs.

    As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Julia
    ●Has in-depth knowledge of key financial planning areas such as the financial planning process, tax planning, employee benefits and retirement planning, estate planning and insurance.
    ●Is trained to see the big picture of your investment needs.
    ●Is ethically bound to advocate on behalf of you and to act in your best interests.

    As a Certified Portfolio Manager (CPM®), Julia
    ●Can provide you with a level of portfolio management services historically offered only to institutional investors.
    ●Is among a highly select group of Morgan Stanley Financial Advisors.

    As an Accredited Domestic Partner AdvisorSM (ADPA®), Julia
    ●Can address the unique financial planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry.


    As a Chartered Retirement Planning CounselorSM (CRPC®), Julia
    ●Is able to apply advanced retirement tools & knowledge to your situation.
    ●Is experienced in designing retirement income streams, navigating health care options in retirement and understanding the emotional component to your retirement.

      Location

      2000 Westchester Ave
      Purchase, NY 10577
      US
      Direct:
      (914) 225-6391(914) 225-6391
      Toll Free:
      (888) 499-8544(888) 499-8544

      Meet The Peloso-Barnes Group

      About Me

      I have a passion for making a difference in your life. As a First Vice President and an Accredited Domestic Partnership AdvisorSM (ADPA®), I harness my knowledge and experience to help transform your financial dreams into realities.Whether you're starting your career, preparing for children, or counting down the days to retirement, your questions are best answered with a comprehensive financial plan. My team and I will take the time to get to know you – your hopes and dreams as well as the issues that keep you up at night. We’ll examine all the components that may touch your financial well-being and then focus on the pieces that can have the most positive impact on the outcome. I listen deeply and try to never underestimate the effect your emotional needs may have on your behavior. We plan for and secure your financial future by combining my technical knowledge and experience with an expectation that life will throw a few curves along the way. Expanding my technical knowledge through these designations is essential to delivering on your priorities.  (Click here to learn more.)                            CERTIFIED FINANCIAL PLANNER™                           Certified Portfolio Manager                           Chartered Retirement Planning CounselorSM                           Accredited Domestic Partnership AdvisorSM I earned both my BS from Iona College and my MBA at NYU while working full-time as a Financial Advisor. I joined Morgan Stanley Wealth Management in 2011 after spending nearly 20 years with Merrill Lynch and 8 years with First Investors Corporation. As a financial planner and portfolio manager, I accepted the higher standards of a fiduciary many years ago.  Your financial goals and aspirations are my top priority.As a Westchester County, NY native, and my wife and I are pleased to own the home in which I grew up. We are avid sports fans and never miss a NY Liberty home game.
      Securities Agent: AL, CA, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WA; Investment Advisor Representative; General Securities Representative
      NMLS#: 578741

      About Me

      As a Financial Advisor with The Peloso-Barnes Group at Morgan Stanley, I collaborate with creative, passionate people to build holistic financial plans that fit their lives.   

      I am committed to playing the role of strategic partner in your life, whether it’s finding financial solutions for your children’s education, your personal retirement, and or your legacy dreams. I am also passionate about helping you plan for the “what ifs” – the frequent or abrupt changes in your life, such as a loved one with a medical crisis, a sudden career or relationship change or caring for a family member with special needs.

      I worked in the entertainment industry for 15 years as an actor and musician on Broadway, in national tours, in films and in television. Some of the shows in which I performed included Monty Python’s Spamalot, Thoroughly Modern Millie, Million Dollar Quartet, and the Coen brother’s film, Inside Llewyn Davis. My long standing fascination with investing and the financial markets led coworkers to seek my help with their retirement plans and other financial issues. These sessions slowly evolved and I began to lead small financial education seminars to provide knowledge and assistance to my peers, a community underserved by the traditional financial industry. After graduating with honors from the New School I began to shift my focus, adding financial planning courses to my schedule in preparation for a full time career shift.  .

      I joined Morgan Stanley Wealth Management in 2014 to work with Julia Peloso-Barnes and her team. I am currently on track to complete the coursework required for the CERTIFIED FINANCIAL PLANNERTM exam in 2018, and am proud to share my nomination to the prestigious Pacesetters Club at Morgan Stanley.
      Securities Agent: AL, CA, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA; Investment Advisor Representative; General Securities Representative
      NMLS#: 1401630

      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

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      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
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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
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      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
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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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

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      Ready to start a conversation? Contact The Peloso-Barnes 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.

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