Julie is a registered Administrative Manager. She began her career in the financial services industry in 1979 as a client service assistant and wire operator for Merrill Lynch. During her career she has performed nearly every function in running a branch office. Prior to joining Raymond James in 2008, she worked for some of the most recognized firms in the industry including Wachovia Securities, Prudential Securities and Merrill Lynch.
As the group's client service manager, Julie handles administration, account maintenance and branch operations. In addition, she holds Series 7, 9, 10, 63 and 65 securities licenses.