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Julie Barr
Branch Operations Manager, RJFS

Julie joined Crux Wealth Advisors in 2021 as the Branch Operations Manager at our Buffalo, NY office. She is a critical member of our team, with compliance being the cornerstone of her position. In an industry that is constant and never the same from one day to the next, attention to detail is vital. Julie thrives off of the ever-changing nature of her position and pairs that with her ability to multitask and work in an environment where she can learn new things daily.

Julie ensures that the branch is meeting all of the regulatory requirements. Her responsibilities include paperwork and trades for client accounts, tracking registrations, and continuing education classes for our financial advisors. She also provides crucial administrative support for customer service questions, review preparation, training, specialty research projects, and any additional needs that enhance our client’s experiences.

A planner by nature, Julie enjoys problem-solving and likes to apply that daily to her work. She thinks logistically, so she considers the immediate needs and the next steps when faced with a problem. Building these scenarios helps her anticipate and communicate processes with our clients and our team. She is also extremely attentive. Julie knows personal finance is a complex topic filled with intimate details from hopes, dreams, and fears. She works carefully and diligently to build open and honest relationships with our clients to develop a space where they are comfortable and heard. Julie takes pride in the ownership of her work and consistently follows-up and follows through with our clients and team members.

Further, she joined our team with extensive experience in the industry. Julie began her career with Robert J. Ellis Financial Advisors, LLC. She held multiple roles – Administrative Assistant, Financial Advisor, and Assistant Branch Operations Manager – which position her with the ability to understand our organization's many facets. Julie earned her bachelor's degree in Finance from John Carroll University.

Julie Barr

My husband, Joe, and I have four beautiful children, Bridget, Keira, Reagan, and Griffin. Our time outside of work is focused on our kids. When we are able, Joe and I love to travel with the kids and make new memories together, whether in our hometown or an ocean away!

I enjoy reading, cooking for my family, experimenting with new recipes, kayaking, and cheering on the Buffalo Bills in my spare time. I also try to give back to our community when I can. I volunteer in various ways at St. John Vianney. I have co-chaired our annual Meat Raffle along with a silent auction tent at our Summer Fest, which has been an excellent way to connect with so many community members.

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