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Julie Gulla

Senior Portfolio Manager, Executive Financial Services Director, Wealth Advisor at Morgan Stanley

Julie Gulla is a Senior Vice President and Wealth Advisor at Morgan Stanley, where she also serves as a Portfolio Management Director, Alternative Investments Director, and Family Wealth Director.23 She is based in Vancouver, Washington, and has extensive experience in investment management and analytics.4 Julie has passed the Series 63 and Series 65 examinations, allowing her to provide investment advice in Oregon, Texas, and Washington.5 Her professional focus includes equity compensation and alternative investments.12

Highlights

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Julie Gulla
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Location

Portland, Oregon Area