Digital Estate Planning
A client called recently and shared the challenging situation she is experiencing. A family member passed the previous month, and...
Julie Clairmont-Shide is a Senior Vice President, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ for The Harbor Financial Group at Morgan Stanley in Boca Raton, Florida, a team of portfolio managers and wealth advisors that help affluent investors protect and simplify complex wealth with orchestrated financial care. Julie Shide has 30 years of experience in financial services with specialized training in financial and estate planning. Julie Shide is a Wealth Advisor with the Wealth Management division of Morgan Stanley in Boca Raton.
A client called recently and shared the challenging situation she is experiencing. A family member passed the previous month, and...
Clients in the middle of the divorce process are dealing with an array of complex issues, from personal to practical....
© Copyright 2024 | Attorney at Law Magazine | Privacy Policy
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Read our Privacy Policy.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
This website uses additional cookies that mainly assist with our marketing efforts. They are not required for the site to work. These services include but are not limited to Hotjar, Ad scripts, and Google Analytics.
Please enable Strictly Necessary Cookies first so that we can save your preferences!