Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®
Managing Director and Founder
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 financial planning at The University of Wisconsin – Madison. Where he earned his B.S. in Consumer Science with a Personal Finance concentration. At the time, Julian’s course curriculum was accredited by the Certified Financial Planner Board of Standards, Inc. (CFP® Board) and would ultimately allow him to qualify for the CFP® certification in 2010.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Julian has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 2004. Prior to founding Concierge Wealth Management, Julian held the titles of Franchise Owner and Senior Financial Advisor at American Express Financial Advisors (Now Ameriprise Financial).
Julian, also known as J.B. to friends, family and clients, has employed his experience and skill as an LPL financial advisor, with the goal of helping clients at many different stages of the investment and financial planning process: in retirement, nearing retirement, or those looking to consolidate assets across multiple accounts, develop effective asset accumulation and income strategies designed to help preserve a lifetime of assets while managing the impact of taxes.
J.B. is passionate about educating the public - as well as those who present themselves as financial advisors - about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.
A graduate of Sharon High School and the University of Wisconsin - Madison, J.B. married his wife Ariana in the Fall of 2012. After over ten years of living in Boston’s hip and diverse South End historic neighborhood, they relocated to the suburbs, where they currently reside with their daughters and two dogs.
In his free time, J.B. can be found rooting for the Red Sox, Celtics, Patriots and Wisconsin Badgers. He also enjoys CrossFit, live music, golf, fishing, collecting art, fine dining and is active in many philanthropic organizations.
* The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020 Five Star Wealth Managers.
*CRPC conferred by College for Financial Planning.