The Shechtman Group at Morgan Stanley

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.

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 Investment Banking and Institutional Equities divisions in New York and Chicago, rising to Vice President, before taking a few years off to raise her family. She joined Morgan Stanley in 2010.

Committed to constantly improving the quality of advice and range of services she can offer clients, she went on to earn designations as a Certified Financial Planner^® practitioner in 2013 and Certified Divorce Financial Analyst^® professional in 2021.

In 2019, Julie successfully completed Morgan Stanley’s highly selective and rigorous Family Wealth Director Program. This prestigious designation, held by fewer than 4 percent of Morgan Stanley advisors, enables her to better assist clients with business succession planning, asset allocation, manager selection, wealth transfer, family dynamics, philanthropy and other important areas of concern.

Julie also achieved admittance to Morgan Stanley’s exclusive Alternative Investments Director Designation Program in 2019. Alternative investments, for those investors for which they are appropriate, are investments other than stocks, bonds or cash and include assets such as private equity, private real estate, private credit, hedge funds and venture capital.

In 2021, Julie completed Morgan Stanley’s Investing with Impact Director Designation Program. Investing with Impact Directors are chosen for their advanced experience and leadership in working with clients motivated to positively impact environmental and social agendas alongside market-rate financial returns. Also in 2021, she became a Morgan Stanley Workplace Advisor for Equity Compensation to help clients align their equity compensation strategy with their broader financial goals.

Julie was elected to serve on the K-8 Glenview School District 34 Board of Education from 2007 to 2015. She now serves on the District 34 Caucus. Julie is the founder, past president and proud supporter of Friends of Youth Services, a local nonprofit organization dedicated to helping at-risk youth in her local community. She also serves on the board of the Kohl Children's Museum.

In January 2024, Julie was honored to be selected as a member of Morgan Stanley’s MAKERS class in the category of lifetime achievement. Now in its 11th year, this longstanding Morgan Stanley tradition recognizes leaders who are advocates, mentors, trailblazers and champions for women inside and outside the Firm. For more information, go to www.makers.com.

A North Shore native, Julie lives in Glenview with her husband, Bradley. They have four children, Madeline, Nick, Angela, and Blake, all of whom graduated from the University of Michigan. Go Blue! Madeline, Nick and Angela work in New York City with Blake currently working in Chicago. Julie is obsessed with lifting weights with her trainer, Joey, playing paddle tennis at Valley Lo and listening to books on Audible. In 2022, she joined Chief, a private network of women executive leaders.

Recent Designations and Awards Include:
2024 #94 Top 100 Forbes America's Top Women Wealth Advisors
2024 #4 Forbes Top Women Wealth Advisors Best-in-State
Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22-9/30/23.

2024 #19 Forbes Best-In-State Wealth Advisors
Forbes Best-in-State Wealth Advisors
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.

2024 Forbes Best-in-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.

The 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. Diversification does not guarantee a
profit or protect against loss in a declining financial market.

Reed joined Morgan Stanley in 2018 and The Shechtman Group in 2021. In 2023, Reed earned his designations as a CERTIFIED FINANCIAL PLANNER™ practitioner and Workplace Advisor - Equity Compensation professional. He is also a Financial Advisor, Financial Planning Specialist, and a Certified Divorce Financial Analyst^® professional. He holds his FINRA Series 7 and 66 licenses as well as his life, health, and long-term care insurance licenses.

Since joining The Shechtman Group, Reed and Julie have built a true partnership. They have created a client service model where both are involved in every aspect of the decision-making process. They are dedicated to bringing the full breath of the firm's services to each client.

In addition to his financial advisor responsibilities, as the team's "Chief of Staff," Reed's primary focus is to help ensure the team provides exceptional client service, exceeding all expectations. He takes pride in leading a cohesive team whose members bring passion and commitment to their work helping clients navigate their financial lives and pursue the outcomes they desire.

Within The Shechtman Group, Reed takes the lead on client onboarding, 401K operations, and insurance and annuity planning. He also performs the modeling for client financial plans - performing analysis and establishing strategies to help clients achieve their financial goals. He works enthusiastically to assist clients in adopting Morgan Stanley's digital and cyber technologies into the team's practice.

Before joining The Shechtman Group, Reed spent two years learning the mechanics of being a financial advisor as an analyst at Morgan Stanley, working with roughly 150 Financial Advisors and developing over 1,000 financial plans. Importantly, now with Julie's mentorship, he is mastering the art of turning clients into raving fans.

Prior to joining Morgan Stanley, Reed spent three years as a sales consultant with the Leman Automotive Group in Central Illinois while earning his bachelor's degree in Finance from Illinois State University in 2017.

Reed currently resides in Gurnee with his fiancée Maddie, dog, Scooby, and cat, Edgar. In his free time, you can find Reed golfing at Kenosha Country Club, working around his house, spending time with his family or giving back through his involvement in the Kenosha County Suicide Prevention Group.

Ana joined Morgan Stanley in November 2022 and is a Senior Registered Client Service Associate with The Shechtman Group.

Ana has over 18 years of financial industry experience, most recently being a Client Service Associate for UBS and for JPMorgan. Ana holds her FINRA Series 6, 7, 63 and 66 licenses. Ana focuses primarily on administrative support and educating clients of tools and resources available throughout their financial journey.

Originally from Mundelein IL, Ana currently resides in Grayslake with her 2 children, cat, goldfish and axolotl (it’s a Mexican salamander). In her free time, Ana enjoys spending time with her large extended family, baking, reading, dancing, and anything in the form of arts and crafts. Ana is also fluent in Spanish.

Rochelle is a Registered Client Service Associate with The Shechtman Group. She joined the team and Morgan Stanley in October 2022.

Rochelle is primarily responsible for the client onboarding process. She holds her FINRA Series 7 and 66 licenses.

Prior to joining Morgan Stanley, Rochelle spent 22 years at Northern Trust in a variety of sales support roles in both investments and private banking. She graduated with a B.S. in Business Management from Northeastern Illinois University.

Rochelle currently resides in Winthrop Harbor with her husband, 2 children and 2 Yorkshire terriers, Georgie and Demi. She loves to landscape and has spent many years developing her backyard into a nature sanctuary. She is a yarn enthusiast and enjoys crocheting in her free time.

Tina is a Registered Client Service Associate with The Shechtman Group. She joined the team and Morgan Stanley in May 2022 and holds her FINRA Series 7and 66 licenses.

Prior to joining The Shechtman Group, Tina spent six years with lululemon where she was responsible for raising brand awareness, increasing community connection, and bringing company initiatives alive through original programming, impactful events, team enrollment, and strategic partnerships. Additional professional experience includes work in public affairs developing and implementing programs for clients representing the telecommunications, tourism, education, and retail industries as well as nonprofit and government agencies.

Tina graduated with a B.A. in psychology from Vanderbilt University. A Wisconsin native, Tina has spent the last 21 years raising her three children on the North Shore. In her free time, she enjoys paddle boarding, historic preservation, and stand-up comedy.

Mason is a Registered Client Service Associate with The Shechtman Group. He is the newest member of the team having joined in August 2024 and holds his FINRA Series 7 and 66 licenses.

Prior to joining The Shechtman Group, Mason spent time at Morgan Stanley and William Blair organizing administrative information, creating pieces on wealth management strategies and developing client relationships.

Mason graduated with a B.S. in Finance from Indiana University’s Kelley School of Business. Originally from Wilmette IL, he now resides in downtown Chicago. In his free time, he enjoys going to concerts, playing tennis, and fishing.