Julia Danklef has served as a Financial Advisor for Bernstein since 1990, partnering with her clients to grow, manage and protect their assets. Ms. Danklef has particular expertise in working with corporate executives, professionals and multi-generational families. Leveraging her 33 years of financial services experience, Ms. Danklef works closely with her Bernstein colleagues and clients' external advisors to provide thoughtful investment and wealth management solutions within the context of each client's retirement, estate and tax planning, philanthropic needs and overall objectives. AB Bernstein is a research-driven investment firm that is global in scope and client-centered in its mission. Ms. Danklef joined the firm in 1990 as a Vice President and Financial Advisor in New York, and was one the the founding members of the firm's private client business in Dallas. Ms. Danklef was appointed Principal in 1998, and named a Director of Bernstein Global Wealth Management in 2007. Ms. Danklef rejoined the firm in 2015, after working as a Private Client Advisor with US Trust, Dallas, TX Please connect with Ms. Danklef if:*You are interested in the financial services of AB Bernstein.*You are a corporate executive, individual, family office, professional, or client advisor seeking investment and wealth management solutions.Phone: (214) 860-5210Specialties: Wealth Management, Financial Services, Financial Wealth Management, Business and Corporate Financial Advisor, Personal Financial Advisor, Wealth Financial Investment, Financial Retirement Planning, Financial Estate Planning, Financial Tax Planning, Philanthropic ObjectivesFinancial Wealth Protection, Financial Wealth Accumulation, Financial Wealth Conservation
Listed skills include Wealth Management, Investments, Retirement Planning, Financial Services, and 21 others.
