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 a partner with the Round Table Advisor team, 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 centered around trust with clients. This 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 female clients, 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 part time data entry in college. Since that time, Julie has worked several positions including sales assistant for many years and has worked hard to advance herself to the position of partner 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 a past president and current member of the Chattanooga State Alumni Association. She also serves as Chair of the Board for Chattanooga Women’s Leadership Institute, where she was a graduate of the Women Mentoring Women class of 2017. Julie is proud to also serve on the Chattanooga State Community College Foundation Board and is a member of Chattanooga Rotary.
Julie is married to her high school sweetheart, Barry, and they live in their hometown of Soddy Daisy. She has one daughter, Shelby, who is married to Josh, a precious grandson, Milo and beautiful granddaughter, Mia. In their spare time, Julie and Barry enjoy spending time with their family, cookouts at the pool, and showing their ’77 Corvette in local car shows.
“Integrity is doing the right thing, even when no one is watching.”