With 20 years of experience in the Financial Services Industry, Julie has a passion & devotion to working closely with clients to help them navigate and meet their financial goals.
Prior to joining PWS in Jan 2018, Julie held positions in both operations/support & sales:
7 years as Operations Manager and Financial Consultant Partner at Charles-Schwab
7 years as a Financial Planner at Wells Fargo
7 years as a Senior Client Associate at UBS
Julie particularly enjoys working with clients during “life” events, as she feels this is a time when clients need additional support and guidance.
When not working, Julie enjoys reading, a good workout, & spending time with her teenage son.
Raymond James is not affiliated with any of the organizations listed above.
"I like to learn about people and feel connected to them. Then I feel like they are a part of my family."