Julia Covelli

Background

About Julia Covelli

I am a senior at Wake Forest University majoring in Communication with minors in Entrepreneurship and Spanish.This past summer, I was a Wealth Management Intern for Morgan Stanley in Naples, Florida. I developed a passion for client service and learned from financial advisors, financial planners, and alternative investment experts about how to best provide financial advice. I learned how to trade stocks for clients and address clients' portfolio requests. I was also invited to participate in a Virtual Call Series with the Morgan Stanley Boston Complex where I developed a secure understanding of wealth management, business development, and business model disciplines.Currently, I am looking to pursue a career in wealth management. I am interested in applying my strong communication skills and understanding of how to convey information on interpersonal and organizational levels, which I have obtained from my Communication major, in wealth management.