Julie Singer joined Raymond James as a fourth generation financial advisor in 2015. Impact and intentionality are of paramount importance to Julie when working with clients. She helps individuals, families, and organizations make a difference in their lives, and the lives of others, through their financial plan. She has a special interest in providing Environmental, Social, and Governance (ESG) strategies and charitable gift planning. Dedicated to continuously learning more to better serve her clients’ needs, Julie obtained her Accredited Asset Management Specialist designation in 2016 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018. Although she has a background in data analysis, she is concerned with the personal side of financial planning and management. Julie is a graduate of Indiana University where she earned a B.A. and a M.P.A. in Comparative and International Affairs.
Julie serves on the Executive Committee of the Board of Directors of United Way of Central Indiana and was the 2019-2020 chair of the Emerging Leaders Steering Committee and is the Co-Chair of Community Engagement. She also volunteers with John Whittenberger Society Advisory Board and Women’s Philanthropy at Indiana University. Julie spends her free time hiking, biking, kayaking, or running in parks throughout the state. She is a member of the Eagle Creek Park Foundation, Indianapolis Zoo, and Newfields where you will often find her exploring.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.