Julie Anna K.

Financial Advisor, Financial Planning Specialist @Morgan Stanley

Pensacola, FL, US

As a financial advisor, I work with clients to fully understand their vision, their values and unique situation to develop a financial plan and strategy that helps them achieve their overall goals.Working with women is an important part of my practice. We wear many hats and face unique financial challenges. Many women encounter life changing events over the course of our lives like divorce, widowhood, being a family caregiver, wealth and other unforeseen events. Our team believes that in order to manage your portfolio and wealth, we have to truly understand your specific financial circumstances, develop a comprehensive plan and implement strategies that you can follow with confidence. © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://fa.morganstanley.com/julie.kandel/. The information or content is for US residents only and subject to the following terms:

The University of Alabama

B.S. Human Environmental Science, Family Financial Planning and Counseling

Pensacola State College

Associate of Arts (AA)