Associate Vice President, Investments
Julie specializes in providing comprehensive financial planning detailed and customized to the specific goals of the clients she serves. Julie develops highly personal relationships with her clients in order to help them define and achieve their life goals. She inspires her clients to dream big through her own excitement and enthusiasm for life.
Before joining Raymond James in December 2015, Julie worked at Wells Fargo Advisors, a successor firm to A.G. Edwards where she began as financial advisor in 2003. With almost 17 years of financial planning experience, Julie loves analyzing the intricacies of the market, coupled with helping her clients invest to fit the retirement lifestyle they have always dreamed of living. Julie helps her clients with estate planning, comprehensive financial plans, and creating income for her clients to last throughout retirement.
Originally from Moorhead, Minnesota, Julie earned a nomination to the United States Military Academy at West Point. Julie excelled both in and out of the classroom and played basketball for four years, serving as team captain. After graduating with honors from West Point, Julie proudly served in the United States Army for six years, achieving the rank of Captain in the Adjutant General Corps. She moved to Tampa in 2002 and pursued her career as a financial advisor.
Julie values education and continued learning. She earned a Masters in Business Administration from the Warrington College of Business at the University of Florida in 2005. Julie takes great pride in her community and lifestyle. She lives in Wesley Chapel with her family and two children, Luke and Tessa. In her free time, Julie places a high priority on fitness and healthy living through exercise, being outdoors, and volunteering. Julie currently serves as the president of the board for the Advent Health Hospital in Wesley Chapel and coaches 7th/8th grade boys basketball at the Academy at the Lakes. Julie loves traveling, sports, and spending time with her family and friends. She is lucky to have what she describes as - the best job in the world.
“If you can dream it, you can do it.”