David Julian

Senior Financial Planner at CORDA Investment Management and Attorney at HK Legacy Law PLLC

Role: Financial Planning Director at Morgan Stanley
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David Julian

Helps hard-working individuals, families, and businesses maintain and grow their wealth…

Experience

Financial Planning Director
Morgan Stanley
Mar 2021 — Present · Houston, TX, US

Education

Hardin-Simmons University
Bachelor of Behavioral Science (BBS), Psychology
2004 — 2008
SMU Dedman School of Law
Doctor of Law (JD), Law
2011 — 2014

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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About David Julian

Experience

Financial Planning Director

Education

Hardin-Simmons University

SMU Dedman School of Law

Find verified contacts for anyone on LinkedIn