Registered Client Service Associate
As a client liaison, Julie remains in constant contact with those she serves to answer any questions and provide updates. Her goal is to make their experience with the team comfortable yet professional, which requires attention to detail and careful organization. Her duties include the processing of account documents, responding to customer inquiries, creating proposals and performance reports, as well as maintaining client account records and documents. She got her start in the industry in 2014 with AXA Advisors, and joined the Raymond James team in mid-2016.
Julie earned her Bachelor of Science in Financial Management from Clemson University, holds the Series 7 securities license, the Series 63 and Series 65 licenses, and the SC Life Accident and Health Insurance license. She stays involved in the community as a member of John Knox Presbyterian Church. She is a Greenville native and currently lives in Taylors with her husband Ben. In her free time, she enjoys playing Ultimate Frisbee and cheering on the Clemson Tigers!
“Teamwork is the ability to work together toward a common vision.”