Julie joined the Robertshaw Capital Group of Raymond James in 2020 as a Branch Associate. She believes the cornerstone of a successful client relationship is the mutual trust and respect that develops over time paired with open and honest communication. 

Julie’s commitment to serving others is shown by her experience in client services/relationship management and years of volunteer work. She is deeply passionate about helping her clients and being a team player within the office.

Prior to beginning her career, Julie received her undergraduate degree from the Ohio State University. She spent ten years at Fidelity Investments where her knowledge of the financial services industry and her passion for building relationships with people was born. After starting a family, she decided to take some time off from the corporate world to raise her three children. While at home, Julie turned her love for healthy eating and cooking into a small business that she continued for several years. When she is not working or cooking, you will most likely find her exercising, gardening or enjoying outdoor activities with her husband, Jim, and their three children, Oliva, Alex and Anna. Julie has been a very active volunteer in her children’s schools, in the community and has gone on several international mission trips serving in children’s homes.