Julia founded The Peloso-Barnes Group at Morgan Stanley in order to provide competence, comfort and continuity for clients. She has appeared at the Barrons Top Advisory Teams Summit, and her team has been profiled in Bloomberg Businessweek, Fortune and Money.
Julia has a passion for making a difference in her clients’ lives, and harnesses her knowledge and experience to help transform their financial dreams into realities. Julia and her team take the time to get to know their clients’ hopes and dreams as well as what keeps them up at night. She listens deeply, trying never to underestimate the effect of emotional needs on behavior and focusing on the components of her clients’ financial life that can have the most positive impact on outcomes. As a financial planner and portfolio manager, Julia accepted the higher standards of a fiduciary years ago.
Julia earned an M.B.A. at NYU, has earned and maintains multiple professional accreditations, and taught in the CERTIFIED FINANCIAL PLANNER® at Pace University for ten years
As a Westchester native, Julia and her wife are pleased to own the house in which she grew up. As avid NY Liberty fans they never miss a home game.
Why are you optimistic about the future of work?
Human beings are driven to be creative and innovative so our work is constantly evolving.