Julia Smart is a Vice President, Portfolio Manager, and Financial Advisor at Morgan Stanley, where they have served high net worth families and closely held businesses for over 25 years. Julia employs a holistic approach to financial planning, focusing on life's transitions such as business sales and corporate retirements. Previously, they worked as a Wealth Advisor at UBS from 1994 to 2013. Julia holds a Bachelor of Arts in Marketing from the University of Illinois at Chicago and pursued further education at Northwestern University. In their personal time, Julia enjoys ballroom dancing, snow skiing, sailing, and scuba diving while residing in Chicago with their husband and four children.
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