Julie Mamett Shechtman, Financial Advisor at Morgan Stanley

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Julie Mamett Shechtman, Financial Advisor at Morgan Stanley

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2700 Patriot Blvd
Suite 150
Glenview, IL 60026 Fear often drives financial decisions, leading to failed plans.

Julie was recognized in 2026 by Forbes as #2 in Top Women Wealth Advisors Best-in-State (Illinois), #61 in America's Top Women Wealth Advisors, #16 in Best-in-State Wealth Management Teams (Team Member), and #9 in Best-in-State Wealth Advisors (Illinois). Julie, a Harvard Business School and UPENN-Wharton graduate, holds several prestigious designations at Morgan Stanley, including Family Wealth Director, Alternative Investment Director, Investing with Impact Director, Senior Portfolio Management Director, Lending Specialist, Workplace Advisor-Equity Compensation, and Financial Planning Specialist. The Shechtman Group assists clients in managing their financial assets, allowing them to focus on what brings joy, meaning, and purpose. We help clients move past the noise to focus on what matters most. As your “CFO,” we review all aspects of your financial life, aiming to turn every client into a raving fan. Our practice serves clients from mass affluent through UHNW and includes multi-generational families, executives, tech professionals and business owners who have complex lives and seek an advisor who strives to provide them with thorough and carefully considered guidance on the full spectrum of financial matters. We generate sophisticated solutions to the most complex life challenges, including divorce, inheritance and the sale of a business and provide the personalized service of a small investment boutique style practice yet are backed by the resources of a major global firm. Learn more about me, The Shechtman Group at Morgan Stanley and how we can assist you in achieving the financial future you envision at advisor.morganstanley.com/the-shechtman-group.

2025-26 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.

2018-26 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2018-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2018-25 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-25).Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. www.morganstanley.com/disclosures/awards-disclosure.html

20/08/2026

There's something truly special about spending time with your adult kids – no bedtimes, no carpools, and no homework help required. Brad and I had a wonderful time in NYC with the whole family,

Madeline, who was visiting from Hong Kong, and I enjoyed some extensive wedding dress shopping and had a memorable "say yes to the dress" moment. I also had the chance to see both Angela's and Blake's new apartments, while Nick and I made an unexpected visit to the local ER – thankfully, all is well.

I'm grateful for the time together and already looking forward to Winter Break, when we can all be in one place again!

19/08/2026

Join Julie Shechtman, CFP®, CDFA®, Managing Director, Wealth Management, Financial Advisor, for a conversation with fertility specialist Dr. Susan Davies, owner and founder of Davies Fertility & IVF Specialists, S.C.

In addition to answering commonly asked fertility questions, the presentation will cover understanding the financial components of egg freezing, funding options, and how these considerations relate to achieving your overall family plan and goal.

Date: August 28th
Time: 12:00pm-12:45pm
Register: https://event.webcasts.com/starthere.jsp?ei=1770766&tp_key=332687758e
CRC 5769782 7/26
*The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
This presentation is for informational purposes only. The guest speaker is neither an employee of nor affiliated with Morgan Stanley Smith Barney LLC (Morgan Stanley). We are not implying an affiliation, sponsorship, endorsement, approval, investigation, verification or monitoring by Morgan Stanley of any information contained in the presentation. The opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Morgan Stanley. The information and data in the presentation may be deemed reliable; however, their accuracy and completeness is not guaranteed by Morgan Stanley and providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. In addition, the information and data used are subject to change without notice. Past performance is not a guarantee of future results. Individuals should consult with their tax/legal advisors before making any tax/legal-related decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice.
Morgan Stanley Smith Barney LLC, its affiliates, and Financial Advisors or Private Wealth Advisors (collectively, "MSSB") at times may discuss strategies for navigating healthcare issues. In doing so, MSSB may rely on and provide you with health and medical news or information. MSSB makes no representation as to the accuracy of this information. MSSB is not providing medical advice to you in this regard. You are encouraged to consult with your health and medical professionals for any matters involving your personal health care issues or other medical matters. Nothing herein shall be construed as investment advice of any kind or a recommendation of a specific healthcare company or service provider, as applicable.
The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

14/08/2026

Enjoyed a wonderful summer lunch by the lake at Valley Lo Club with the North Suburban Chiefs. Thankfully, the rain held off and the sun even made a brief appearance. As always, the conversation reflected the spirit of this group — thoughtful, supportive, and forward-looking. We spent time discussing what we're excited about and where we can help one another.

Grateful for time well spent with such smart and inspiring women — and a special little guest this time, too.

Looking forward to book club next!

12/08/2026

Join us Friday, August 28th by registering here: https://event.webcasts.com/starthere.jsp?ei=1770766&tp_key=332687758e!

CRC 5769782 7/26

07/08/2026

Join Julie Shechtman, CFP®, CDFA®, Managing Director, Wealth Management, Financial Advisor, for a conversation with fertility specialist Dr. Susan Davies, owner and founder of Davies Fertility & IVF Specialists, S.C.

In addition to answering commonly asked fertility questions, the presentation will cover understanding the financial components of egg freezing, funding options, and how these considerations relate to achieving your overall family plan and goal.

Date: August 28th
Time: 12:00pm-12:45pm
Register: https://event.webcasts.com/starthere.jsp?ei=1770766&tp_key=332687758e

CRC 5769782 7/26

*The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
This presentation is for informational purposes only. The guest speaker is neither an employee of nor affiliated with Morgan Stanley Smith Barney LLC (Morgan Stanley). We are not implying an affiliation, sponsorship, endorsement, approval, investigation, verification or monitoring by Morgan Stanley of any information contained in the presentation. The opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of Morgan Stanley. The information and data in the presentation may be deemed reliable; however, their accuracy and completeness is not guaranteed by Morgan Stanley and providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. In addition, the information and data used are subject to change without notice. Past performance is not a guarantee of future results. Individuals should consult with their tax/legal advisors before making any tax/legal-related decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice.
Morgan Stanley Smith Barney LLC, its affiliates, and Financial Advisors or Private Wealth Advisors (collectively, "MSSB") at times may discuss strategies for navigating healthcare issues. In doing so, MSSB may rely on and provide you with health and medical news or information. MSSB makes no representation as to the accuracy of this information. MSSB is not providing medical advice to you in this regard. You are encouraged to consult with your health and medical professionals for any matters involving your personal health care issues or other medical matters. Nothing herein shall be construed as investment advice of any kind or a recommendation of a specific healthcare company or service provider, as applicable.
The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. https://livesocial.seismic.com/aN-3X9

05/08/2026

Our team truly enjoyed getting to know Summer and Ryan and working with them over the past few months. It has been a pleasure to see them grow professionally while exploring a field they are both passionate about.

As they wrap up their internship, both Summer and Ryan will be returning to Indiana University's Kelley School of Business for their senior year, where they are pursuing degrees in finance. We are grateful for their contributions this summer and wish them continued success as they begin their final year at IU!

27/07/2026

What a great evening for a mixer.

The Harvard Business School Alumnae Circles from the North and Western suburbs met for the first time in Jeni Golomb's beautiful Elmhurst backyard. Over Italian takeout, we had the opportunity to make new connections, reconnect with old friends, and enjoy thoughtful conversation across both business and personal topics.

In my experience, when HBS women gather, the discussion is engaging and energizing, leaving everyone a little smarter and more inspired than when they arrived. This evening was certainly no exception.

20/07/2026

I was fortunate to spend Sunday evening at Michigan Shores Club, where former Chicago Tribune writer and current syndicated columnist Heidi Stevens interviewed New York Times bestselling author and pediatric physician Dr. Dana Suskind about her new book, Human Raised.

In a world increasingly shaped by screens and technology, and artificial intelligence, Dr Suskind posed an essential question: How do we raise children who are resilient, empathetic, curious, and deeply connected to others?

Drawing on research, storytelling, and years of experience working with children and families, Dr. Suskind explored why the most powerful message: the greatest influence on a child's development is not technology, curriculum, or AI — it is human connection.

She offered parents and caregivers a thoughtful framework for navigating this unchartered territory through her HOPE principles:
• Human connection is irreplaceable
• Own your imperfections
• Protect the early years
• Enhance – don't replace- adult/child interaction

As a member of the Board of Trustees at the Kohl Children's Museum in Glenview, I was proud to see this meaningful conversation launch the museum's Developing Respectful Citizens Speaker Series, made possible through the generous support of Lilly Endowment Inc.

At Kohl Children's Museum, we have spent years watching young children learn through play. One thing has become increasingly clear: kindness, belonging, and respect are not traits children simply acquire overnight. They are built slowly and intentionally through relationships with the adults who consistently show up for them.

It was an inspiring evening and a meaningful reminder that in an increasingly digital world, our most important work remains deeply human.

17/07/2026

The air outside was literally hazardous, but you couldn't tell from the laughter and insightful conversation inside Adalina Prime.

Thanks to Debbie Michaelson and Cristine Chiper for organizing such a great evening.

Proud to have such great friends who happen to be some of the absolute best financial advisors around – Kristina VanLiew, Mary DiChristofano and Kathy Roeser.

14/07/2026

Last night was a hot one for grilling, but the gorgeous surroundings of Elawa Farm—and the Girls Who Grill class led by local grilling and entertaining expert Babs—made it completely worth it.

Just like every time I meet up with my fellow Chiefs, I walked out smarter than when I arrived. I didn't realize that grilling was something missing from my life until now. Babs taught us that anything you can make in your kitchen, you can also make on your grill. She even made brownies.

I also picked up some handy food safety tips and practical skills—how to make perfectly cooked chicken without oil and always having extra tongs on hand.

Eating the delicious, finished product, the group enjoyed enriching conversation, and I think we all left no longer feeling intimidated by the grill but empowered instead.

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+18474413688

Website

https://advisor.morganstanley.com/the-shechtman-group

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