Julie Taylor joined our team in November 2024 as a Senior Registered Client Service Associate. With over 20 years of experience in the industry and a degree in Accounting and Financial Management from Hiram College, Julie brings a wealth of knowledge and expertise to our team. She holds Series 7, Series 66, Series 9, Series 10, Paraplanner, and insurance licenses.
Julie provides exceptional service to our clients, assisting them with various needs such as account opening, problem resolution, and fund transfers. Her commitment to client satisfaction is evident in her daily interactions and problem-solving skills.
Outside of work, Julie enjoys working on home improvement projects, taking walks in the metro park, and spending quality time with her rescue cats and her husband, Rod.
