Julia Schulz CFP® in

Julia Schulz CFP®

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Financial Advisor at Morgan Stanley
📍 Greater Chicago Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
23 Years
Current Role
Financial Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Julia shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Julia cares about

Strategic Priorities
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Career

Work history

11-2017
Financial Advisor
Morgan Stanley
1-2017 - 11-2017
Sales Administrator
American Family Insurance
5-2016 - 1-2017
Accountant
GLEN ELLYN HISTORICAL SOCIETY
3-2010 - 3-2014
Acountant
Triac Development and Redbrick Properties
3-2000 - 10-2004
Leasing Associate
Equity Office Properties Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2005
MBA
Northwestern University - Kellogg School of Management
1989 - 1993
BS
Illinois State University
1985 - 1989
Education details unavailable
Teutopolis High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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