Julie M Shechtman, CFP

Senior Vice President, Financial Advisor, Family Wealth Advisor, CERTIFIED FINANCIAL PLANNER

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Julie M Shechtman, CFP

MY MISSION STATEMENT

Helping families manage their financial assets, enabling them to focus on the aspects of their lives that bring joy, meaning and purpose

My Story and Services

My Story & Services

Julie Mamett Shechtman, CFP® 
Senior Vice President, Family Wealth Advisor, Financial Planning Specialist and Financial Advisor at Morgan Stanley Wealth Management

As a seasoned professional in the financial industry with more than 20 years of experience, I provide highly customized advice to corporate executives, business owners and affluent families.  With degrees from Harvard Business School and the Wharton School of Business at the University of Pennsylvania, a decade advising institutional clients at Goldman Sachs, and many years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Wealth Advisor at Morgan Stanley, I offer a special set of experiences and depth of knowledge, empowering my clients to make smart choices about their money.

My role as your Financial Advisor is to help you develop a strategy and lay out a clear path that you can comfortably follow, knowing you are making informed, confident decisions in all market conditions.   Too often fear drives financial decisions and is the major reason why many financial plans fail. I help clients move beyond the noise and stay focused on their plans, goals and dreams.  My comprehensive wealth management approach includes a thorough planning process and a commitment to provide outstanding service and advice.  

As your family’s “chief financial officer,” I help review all aspects of your financial life.  Your wealth management plan will be customized and carefully structured to navigate ever-changing markets.  I provide the personalized service of a small investment boutique yet I am backed by the resources of a major global firm.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • Lending Products
  • Philanthropic Services
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management
  • 529 Plans
  • Alternative Investments
  • Divorce Financial Analysis
  • Life Insurance
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Planning for Education Funding

Securities Agent: AZ, CA, CT, DC, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1290695


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

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Experience & Education

Experience & Education

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 both the firm’s Institutional Equities and Investment Banking divisions in New York and Chicago, rising to Vice President.  She joined Morgan Stanley in 2010 as a way to share her institutional knowledge with individuals and families and build more personal relationships with her clients.  Julie continues to run her practice in the Morgan Stanley Glenview, Illinois office.

A lifetime learner, Julie graduated Magna Cum Laude from the Wharton School at the University of Pennsylvania in 1987, where she earned a Bachelor of Science in Economics, majoring in Finance and Accounting. She received her MBA from Harvard Business School in 1991. In 2010, she earned the Financial Planning Specialist designation.  In 2013, she earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards. In 2016, she earned the designation of Family Wealth Advisor.

Julie is dedicated to her family and her community.  From 2007 to 2015 she was elected to serve on the Glenview, Illinois School District 34 Board of Education; a K-8 grade school district with a budget in excess of $75 million.  She 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.  Julie is also the founder of the Professional Women’s Networking Group of Glenview.

Born and raised in Morton Grove, IL, Julie has lived in Glenview, IL since 2001 with her husband, Brad, and their four teenage children; Madeline, Nick, Angela and Blake.  In her leisure time, Julie enjoys working out while listening to audiobooks, binge watching riveting dramas on Netflix, and cheering on her beloved Chicago Cubs.


Location

Location

  • 2700 Patriot Blvd
  • Suite 150
  • Glenview, IL 60026


    Community Involvement

    Community Involvement

    • Julie was elected to serve on the Glenview School District 34 Board of Education from 2007 to 2015, a K-8 grade school district with 8 schools and a budget in excess of $75 million.
    • She is the founder, past President and proud supporter of Friends of Youth Services, a local non-profit organization dedicated to helping at-risk youth. Over the last decade, "FOYS" has raisesd over $500,000.
    • Julie is also the founder of the Professional Women's Networking Group of Glenview.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Julie M Shechtman, CFP today.

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