Julie joined Brightworks Wealth Management as a Client Service Consultant in 2023. She has been in the financial services industry for over 20 years almost exclusively in the wealth management sector. She graduated college in 2004 with a Bachelor’s in Business Administration, with a Finance and Accounting concentration. Shortly after, she obtained her Series 7, 66 and insurance licenses.
Prior to joining Brightworks, Julie worked in various roles including an Investment Operations Specialist, Wealth Advisor Assistant, Investment Solutions Representative, and an Operations Manager.
When Julie is not at work, she enjoys spending time with her husband and three kids, reading, or attending sporting events.
Julie is so excited to be a part of this wonderful team at Brightworks! She is responsible for assisting in office operations, projects, and assisting clients with whatever they may need.