Julie Planells Office Administrator

As office administrator and co-founder of Palmer Planells Wealth Group, Julie plays an integral role in making sure our company operates smoothly and efficiently. She is very personable, friendly and easy to recognize due to the fact that she is always smiling. Julie holds Series 6 securities licenses, and is also Life, Health and Variable Annuity licensed with the state of Florida.

Before joining Raymond James in July 2016, she held a managerial position at JP Morgan Chase Bank. Julie began her career several years earlier at Washington Mutual. She graduated in 2005 from the University of Central Florida with a Bachelor of Science degree in finance. She and her husband, Jaime Planells, live in central Florida with their son Javi. They also have three Florida Boxer Rescue dogs, Tanner, Sophie and Dante. Julie's passion is riding horses and she enjoys equestrian competition.