Julie is an important team member of our firm. She works as a liaison with our advisors and clients. She enters vital information into our online Wealth Management Tool, prepares reports and documents for financial plans, and maintains the upkeep of our Wealth Management Tool. Julie joins our team in 2018 with a Bachelor of Science in Business Administration from the University of South Carolina Upstate. Julie holds the FINRA Series 7, and 66 licensing.
You can contact Julie for assistance with linking accounts to the Wealth Management Tool or to provide additional or new information to add to the Wealth Management Tool to ensure our information is up to date and allow us to provide accurate reports and plans.