Julie has more than 10 years of experience helping clients grow and preserve wealth. Her foremost objective for clients is for them to have complete confidence that their investments are structured in such a way that will allow them to fulfill their goals throughout retirement, whether they are years away or living in retirement today. According to Julie, “By building strong relationships with my clients, I am able to understand their needs, concerns, and life goals, and invest their wealth accordingly.” She supports her planning with Stephens’ vast resources to provide comprehensive wealth management, retirement income, and estate planning.
Brandi Patrick is Julie’s registered sales assistant. Brandi has been registered for over 18 years.
Julie has been in the financial services industry for over ten years. Prior to joining Stephens in 2013 as a Vice President, Julie was a financial advisor for five years at A. G. Edwards & Sons, Inc. and its successor, Wells Fargo Advisors, Inc.
Julie is also a Chartered Retirement Planning CounselorSM (CRPC®). This designation from the College for Financial Planning signifies that Julie has met initial and on-going experience, ethical education, and examination requirements for the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning, and more.
Julie received a Bachelor of Science in Business Administration with a Finance concentration and a minor in Economics with honors in 1982 and earned a Master in Business Administration with a concentration in Finance & Information Technology with honors in 1984 from the University of Arkansas. She is also a 2016 graduate of Stephens University at Wake Forest University.