Julian B. Morris

American CFP® and fiduciary financial advisor, founder of Concierge Wealth Management in Boston, Massachusetts.¹

Born 1980.¹

Companies

Concierge Wealth ManagementFounder¹⁵

Early life and education

Date not recordedUniversity of Wisconsin–Madison personal finance^{2 3}

Career

Occupation: financial planner, entrepreneur, financial adviser.^{7 8}

Date not recordedWorked at Ameriprise Financial^{4 5}
Date not recordedFounded Concierge Wealth Management⁶

Personal life

CitizenshipUnited States^{3 9}

Awards

2013Five Star Wealth Manager^{10 11}

Links

Sources

The numbers on this page point here. Each one links to the record it came from.

1
WikidataJulian B. Morris on Wikidata
2
WikidataJulian B. Morris: education, on Wikidata
3
Wikidataeducation, as reported
4
WikidataJulian B. Morris: Worked at Ameriprise Financial, on Wikidata
5
WikidataWorked at Ameriprise Financial, as reported
6
WikidataJulian B. Morris: Founded Concierge Wealth Management, on Wikidata
7
WikidataJulian B. Morris: occupation, on Wikidata
8
Wikidataoccupation, as reported
9
WikidataJulian B. Morris: citizenship, on Wikidata
10
WikidataJulian B. Morris: award, on Wikidata
11
Wikidataaward, as reported
12
WikidataJulian B. Morris: Official website, on Wikidata
13
WikidataJulian B. Morris: LinkedIn, on Wikidata
14
WikidataLinkedIn, as reported
15
WikidataConcierge Wealth Management, Founder