Julie Cook Elsea,
CLTC® Partner, Round Table Advisors Senior Financial Advisor, RJFSJulie Elsea is a seasoned Financial Advisor with a passion for helping clients and their families plan for the future. With over 33 years of experience in the financial industry and wealth management, she offers comprehensive financial services and specializes in areas often overlooked in family financial planning, such as life and long-term care insurance. Julie is proud to be a partner with the Round Table Advisor team, where she has built a reputation for integrity, reliability, and trust.
Areas of Expertise:
- College Planning
- Retirement Planning
- Long-Term Care Insurance
- Wealth Management
Julie is dedicated to guiding her clients through every stage of their financial journey, from preparing for their children or grandchildren's college education to planning for a comfortable retirement. Her commitment to offering "second opinions" and financial checkups reflects her genuine desire to help new clients make informed financial decisions.
Julie's journey in the financial services industry began with part-time data entry during college. Over the years, she has advanced her career, earning her Series 7, 63, 66 and insurance licenses. Her wealth of knowledge and experience ensures that clients receive the best possible service and care.
One of Julie's passions is educating investors, especially female clients, to empower them to make confident financial decisions for themselves and their families. She believes that everyone should have the opportunity to navigate their financial future with confidence.
Outside of the office, Julie is an active member of her community. She has served as the past president of the Chattanooga State Alumni Association and currently chairs the Board for the Chattanooga Women's Leadership Institute. Julie is also proud to be part of the Chattanooga State Community College Foundation Board and a member of Chattanooga Rotary. Giving back to her community and sharing her talents is a top priority for her.
Julie resides in her hometown of Soddy Daisy with her high school sweetheart, now husband, Barry. Between them they have three children, Shelby, Jessica and Jacob and three precious grandchildren, Milo, Mia and Cade. In their free time, Julie and Barry enjoy quality family time, poolside cookouts, and long road trips with no particular destination.
Julie Elsea is not just a financial advisor; she is a trusted partner in your financial journey, committed to your financial health and security. With her wealth of experience and dedication to education and community involvement, Julie is a valuable asset to clients seeking financial guidance.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
“Integrity is doing the right thing, even when no one is watching.”