Our People Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® Principal and Founder 617-600-4676 617-224-0870 jb@conciergewm.com Julian first started working in financial services during an internship with Smith Barney during the summer of 2000. That summer internship stoked Julian’s passion for financial services and prompted his further study of... Read more Ask an Advisor. Name Email Address Phone Question Thank you! Oops!