Julie Beard

As Office Manager - Sebring, Julie’s role involves interacting with clients to help implement the goals they’re aiming to accomplish after creating a financial plan. Julie believes what sets her apart is her joy of collaborating with others and building lasting relationships. Respect and open communication sit at the heart of her professional approach.

With a background as a financial manager in a payment processing company and later in real estate, Julie offers our clients a broad knowledge of the industry. Julie holds a Florida Real Estate License and attended the University of Phoenix, where she achieved her Bachelor of Business Administration degree.

Julie helps clients implement their financial plan and helps ensure our practice adheres to compliance requirements and operates at a high level of service to our clients. She delivers a harmonious account inception process and a quality client experience. She wants clients to leave feeling heard, fulfilled and empowered to take the next steps in pursuing their goals.

A native of South Florida, Julie now lives in Lake Placid, Florida with her spouse, Jeff, and daughter, Nicole. She is passionate about athletic pursuits, and loves mountain biking, as well as exercising. In her spare time, she travels the state to cheer on her family as they compete in quad racing.