Julie Davis feels most successful when working with clients and their families to plan for the future. From college planning for grandchildren to retirement planning and long term care insurance, Julie walks each step of the way with clients to help with the planning process. As the Round Table team’s insurance specialist, she possesses over 28 years of experience working with each facet of wealth management, including life and long term care insurance, two important pieces often left out of a family’s financial plan. Julie’s integrity and reliability help her build long lasting relationships with clients which allows her to assist clients with their financial health. Offering “second opinions” and financial checkups is just one of the services Julie offers to new clients who may be looking for a financial advisor.
Educating investors, especially young investors, is a passion of Julie’s. She feels everyone should have the opportunity to be confident as they make financial decisions for themselves and their families.
Julie joined Round Table Advisors in 1998 as a client service associate after spending eight years as a member of the team at J.C. Bradford & Company. She started her career in financial services as a sales assistant and has worked hard to advance herself to a fulltime financial advisor with the Round Table Advisors’ team. She holds her Series 7, 63 and insurance licenses. Being part of a strong team of financial professionals offers Julie the resources to ensure her clients receive the best possible service and care.
Julie has a full and active personal life away from the office. Giving back to the community and sharing her gifts and talents is a priority. She is the president of the Chattanooga State Alumni Association. She also serves as a member of the Board and Finance Committee for Chattanooga Women’s Leadership Institute, where she was a graduate of the Women Mentoring Women class of 2017. Along with her efforts to give back to her community, Julie is participating in the Tennessee Promise Scholarship Program as a mentor.
Julie is married to her husband, John, and they live in her hometown of Soddy Daisy. She has one beautiful daughter, Shelby, who is married to Josh, and a precious grandson named Milo. In her spare time, Julie and her family enjoy swimming, camping and riding their Razor in the mountains.
“Integrity is doing the right thing, even when no one is watching.”