Julianna brings over a decade of experience and a genuine passion for supporting clients as they navigate and preserve their wealth. She serves as a primary touchpoint for clients at Brett Thompson Financial Group of Raymond James, ensuring each interaction feels organized, thoughtful, and fully supported.
Her background includes leadership and client‑focused roles at Wells Fargo, where she coached teams and strengthened long‑term client relationships. She also supported clients in a relationship‑banking role at J.P. Morgan Chase, further developing her client‑management skills. Prior to that, she held operational and service positions at BBVA Compass, gaining a strong foundation in client experience, branch operations, and team development.
Julianna holds Series 6, 7, 63, and Life, Health, & Variable Contracts Insurance licenses. A proud Florida State University graduate, she is dedicated to building warm, meaningful relationships with clients. Outside the office, Julianna enjoys spending time with her husband, Mark, and their three children, especially while cheering on the Seminoles.
