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Julia Smart Email & Phone Number

Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Chicago Area, United States 2 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@morganstanley.com
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Current company
Morgan Stanley
Role
Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Location
Greater Chicago Area, United States
Company size
501 employees

Who is Julia Smart? Overview

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Quick answer

Julia Smart is listed as Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Julia Smart.

Julia Smart previously worked as Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley and Wealth Advisor at Ubs. Julia Smart studied at Northwestern University.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Julia Smart. Compare company email patterns before reaching out.

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Profile bio

About Julia Smart

I have been serving high net worth families and closely held businesses for over 25 years. Incorporating a holistic approach to financial planning, I am super responsive, friendly and maintain a customized approach. Taking into consideration many aspects of your financial well-being. Working with your CPA and attorney to help create the best course for ongoing financial success.My personal interests are: Ballroom dancing, Snow Skiing, Sailing, Scuba Diving.I reside in Chicago with my husband Todd and four children. My focus is on life's transitions:Sale of Business/ Cash outDivorceDeath of Spouse or loved oneSettlementEmployment changeCorporate Retirement PlansJulia.smart@ms.com312-419-3362

Listed skills include Wealth Management.

Current workplace

Julia Smart's current company

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Morgan Stanley
Morgan Stanley
Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
New York City
Website
morganstanley.com
Employees
501
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Company profile
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2 roles

Julia Smart work experience

A career timeline built from the work history available for this profile.

Vice President, Portfolio Manager, Financial Advisor

Current
Morgan Stanley

New York, Ny, Us

© 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see http://www.morganstanleyfa.com/julia.smart/ No fee is paid in exchange for any award.www.morganstanleyfa.com/julia.smart/NMLS# 1270125

Aug 2013 - Present

Wealth Advisor

Ubs

Zurich, Ch

Aug 1994 - Aug 2013
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

JS Janvi Shah Janvi Shah Colleague at Morgan StanleyMumbai, Maharashtra, India View → MH Margaret Hopkins Margaret Hopkins Colleague at Morgan StanleyGreater Chicago Area, United States View → EM Edgar Marita Edgar Marita Colleague at Morgan StanleyWashington Dc-Baltimore Area, United States View → Y- Yukti - Yukti - Colleague at Morgan StanleyMumbai, Maharashtra, India View → PW Pulkit Walia Pulkit Walia Colleague at Morgan StanleyFrankfurt, Hesse, Germany View → TZ Thomas Zur, Crpc, Cpwa Thomas Zur, Crpc, Cpwa Colleague at Morgan StanleyMiami Beach, Florida, United States View → BD Benjamin De Angelis, Cfp® Benjamin De Angelis, Cfp® Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → KM Krishna Marothiya Krishna Marothiya Colleague at Morgan StanleyMumbai, Maharashtra, India View → JD Jacob Dotson Jacob Dotson Colleague at Morgan StanleyKnoxville, Tennessee, United States View → BG Beth Greisman Beth Greisman Colleague at Morgan StanleyNew York City Metropolitan Area, United States View →
2 education records

Julia Smart education

Education record

Northwestern University

Bachelor Of Arts (B.A.), Marketing

University Of Illinois At Chicago
FAQ

Frequently asked questions about Julia Smart

Quick answers generated from the profile data available on this page.

What company does Julia Smart work for?

Julia Smart works for Morgan Stanley.

What is Julia Smart's role at Morgan Stanley?

Julia Smart is listed as Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Julia Smart's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Julia Smart at Morgan Stanley.

Where is Julia Smart based?

Julia Smart is based in Greater Chicago Area, United States while working with Morgan Stanley.

What companies has Julia Smart worked for?

Julia Smart has worked for Morgan Stanley and Ubs.

Who are Julia Smart's colleagues at Morgan Stanley?

Julia Smart's colleagues at Morgan Stanley include Janvi Shah, Margaret Hopkins, Edgar Marita, Yukti -, and Pulkit Walia.

How can I contact Julia Smart?

You can use AeroLeads to view verified contact signals for Julia Smart at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Julia Smart attend?

Julia Smart studied at Northwestern University.

What skills is Julia Smart known for?

Julia Smart is listed with skills including Wealth Management.

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