Julie Knight - Morgan Stanley Smith Barney Financial Advisor - Allentown, PA
Morgan Stanley Smith Barney
Julie Knight
Financial Advisor
3500 Winchester Road
Suite 100
Allentown, PA 18104
tel: (610) 391-8176
toll-free: (800) 433-4200 
fax: (610) 395-0694
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Greater Lehigh Valley Chamber of Commerce
    Western Lehigh Business Council Board Member
  • Council of Supply Chain Mangement Professional
    Leigh Valley Roundtable Membership Chair
  • Penn State Lehigh Valley
    Adjunct Professor
Services
  • 401k Rollovers
  • 529 Plans
  • Annuities
  • Cash Management
  • Certificates of Deposit
  • Defined Contribution Plans
  • Exchange Traded Funds
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • University of Melbourne: Melbourne Business School
    Master of Business Administration in Economics and Strategy
  • University of North Florida
    Bachelor of Business Administration
Honors and Recognition
  • 2011 Young Athena Honoree with the Greater Lehigh Valley Chamber of Commerce
  • 2011 Lehigh Valley Woman of the Year with the Leukemia & Lymphoma Society

Bulletin Board

  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • For an Investment Plan as unique as your needs,  Request an Appointment, call or email me.

  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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FEATURED NEWSLETTERS

Weekly Insights - November 7, 2011

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FEATURED REPORTS

Global Investment Committee: Asset Allocation and Strategy Weekly





Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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