• Julie A. Rockwell, WMS, AIF®

    Financial Advisor

Julie specializes in helping women in transition, such as divorce or death of a loved one. She believes that education is an important part of helping her clients understand their needs and long term goals. Her knowledge and personal experience with long term care brings a valuable perspective to the needs of her clients.

Julie has earned the Wealth Management Specialist (WMS) designation from Kaplan University. This training provides education in the most critical concepts in financial planning and wealth management. She is also licensed in insurance and annuities.

Julie graduated from The Ohio State University with a Bachelor Science degree.