Julie Singer,

Julie Singer joined Raymond James as a fourth-generation financial advisor in 2015. Impact and intentionality are of paramount importance to Julie when working with clients. She helps individuals, families and organizations make a difference in their lives, and the lives of others, through their financial plan. She has a special interest in providing values-based investment strategies and charitable gift planning. Dedicated to continuously learning more to better serve her clients’ needs, Julie obtained her Accredited Asset Management Specialist™ designation in 2016 and became a Certified Financial Planner^® professional in 2018.

Although she has a background in data analysis, she is concerned with the personal side of financial planning and management. Julie is a graduate of Indiana University where she earned a B.A. and an M.P.A. in comparative and international affairs. She has had the pleasure of serving on the Sustainable Investing Advisory Council since 2021 and has been an active collaborator with the New Financial Advisor Training team as she values the work they do as a graduate of the Raymond James Advisory Mastery Program.

Julie serves on the Executive Committee of the Board of Directors of United Way of Central Indiana, was the 2019-2020 chair of the Emerging Leaders Steering Committee, and was the 2019 and 2020 Co-Chair of Community Engagement. She also serves on the board of directors and finance committee for The Cabaret, the John Whittenberger Society Advisory Board, the Women’s Engagement Committee of the Jewish Federation of Greater Indianapolis, and the religious school at Congregation Beth Shalom. Julie spends her free time baking, reading, spending time with her bulldog Blizzard or enjoying the great outdoors by hiking, biking, kayaking or birding in parks throughout the state with her husband, Andrew.