Julian B Morris

CRPC®, AAMS®, CFS

Senior Financial Advisor

Chartered Retirement Planning CounselorSM

GAGE & WILSON A financial advisory practice of Ameriprise Financial Services, Inc.

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Office location
450 Lexington St
Ste 202
Auburndale, MA 02466

Team Information


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(617) 500-4225
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.


Areas of Focus
  • Retirement Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Advice
Professional Associations
  • Financial Planning Association
  • College for Financial Planning
  • Institute of Business and Finance
  • Boston Young Professionals Association
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
Community Service & Personal Interests
  • Combined Jewish Philanthrophies - Young Leadership Division
  • Wisconsin Alumni Association of Boston - Board Member
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

Julie B. Ramsdell
Client Service Manager
julie.b.ramsdell@ampf.com

450 Lexington St
Ste 202
Auburndale, MA 02466

617-500-4225 x103
617-762-0540

Qualifications

  • M.S., Mass Communication - Boston University
  • B.A., Rhetoric and Communication - University at Albany
  • Gage & Wilson: Client Service Specialist
Mary C. Costa
Associate Financial Advisor
mary.c.costa@ampf.com

450 Lexington St
Ste 202
Auburndale, MA 02466

617-500-4225 x109
617-762-0540

Qualifications

  • BS, Economics - Bentley College
  • Gage & Wilson: Operations Specialist
Jennifer A. Tourangeau, CRPC
Associate Financial Advisor
jennifer.a.tourangeau@ampf.com

450 Lexington St
Ste 202
Auburndale, MA 02466

617-500-4225 x112
617-762-0540

Qualifications

  • BS, Corporate Finance & Accounting- Bentley College
  • Gage & Wilson: Case Manager & Marketing Specialist
  • 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