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(617) 691-2133
julian.b.morris@ampf.com
I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
More people come to Ameriprise for financial planning than any other company.1
- I am licensed and registered to conduct business in MA.
Based on licenses and registrations I hold, I may also conduct certain business in CO, FL, NH, NJ, NY, OH, RI.
Areas of Focus
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- General Financial Planning
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Professional Associations
- Financial Planning Association
- College for Financial Planning
- Institute of Business and Finance
- Boston Young Professionals Association
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Qualifications
- University of Wisconsin-Madison - B.S. Consumer Science: Personal Finance Concentration
- Accredited Asset Management Specialist
- Chartered Retirement Planning Counselor
- Certified Fund Specialist
- Series 7 License - General Securities Representative
- Series 66 License - Investment Advisory Agent
- Life, Health & Variable Annuity Licensed
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Community Service
- Combined Jewish Philanthrophies - Young Leadership Division
- Wisconsin Alumni Association of Boston (Young Alumni Co-Chair)
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Office hours
- Monday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Tuesday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Wednesday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Thursday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Friday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Saturday: By Appointment
- Sunday: Closed
The Team
Teresa Roth
Advisor Practice Support Coordinator
teresa.m.roth@ampf.com
859 Willard St
Ste 300
Quincy, MA 02169
Phone: 617-691-2104
Fax: 617-328-0741
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