• Julie Crowe

    Relationship Manager, Phoenix Wealth Advisors

    Investment Executive, RJFS

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.

Julie Crowe tall bio image

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."