Vice President and Certified Financial Planner
Julie Winston launched her financial services career in 2003, and today is a Vice President and CERTIFIED FINANCIAL PLANNER™ with The Insignia Group at Morgan Stanley, co-founding the team with Daniel Finn in January 2012. Service holds a special meaning when applied to Julie Winston; her more than 20 years with the US Military bear her steadfast devotion to her country. She applies that same commitment and courage to her work every day at The Insignia Group, focused on championing our clients in their quest for a secure financial future. Still serving with the Massachusetts Army National Guard, Julie is the Operations Officer for the 151 Regional Support Group, providing logistical support to other Service members and the local population when called to serve by the Governor. Having previously served as the Executive Officer for the 726th Finance Battalion in Afghanistan, Julie returned in February 2008 and was awarded the Bronze Star Medal for her exceptional leadership and financial accomplishments with the Central Bank of Afghanistan for helping stabilize the Afghani currency. Julie holds a BBA from the University of Massachusetts Amherst, as well as a Masters in Financial Planning from Bentley University. She also earned the Certified Divorce Financial Analyst™ designation, reflecting her commitment to covering all aspects of financial planning. Julie provides holistic financial planning advice, and prides herself on constantly updating her current financial knowledge-base to provide thoughtful solutions.