Julie C. Braun

CRPS®
Financial Advisor, Corporate Retirement Director, Financial Wellness Director
The Braun-Dubie Group at Morgan Stanley

Julie Braun serves as Corporate Retirement Director and Financial Wellness Director for The Braun-Dubie Group at Morgan Stanley, where she specializes in designing and managing comprehensive retirement plans for corporate clients. With a focus on holistic financial wellness, she partners with plan sponsors to enhance participant outcomes through strategic plan design, fiduciary guidance, and employee education initiatives. Julie is passionate about empowering employees to achieve retirement readiness through accessible financial wellness programming. The Braun-Dubie Group brings extensive experience in serving corporate retirement plans, combining institutional-level expertise with personalized service to help organizations build stronger retirement programs that attract and retain top talent.

802-652-6042
Colchester, VT
Client Plans: 132
Participants: 20,375