Experience 21 Years
Julie is a wealth advisor and long-time member of our private client service team responsible for supporting clients with the implementation of their long-term investment strategy, educating clients on our investment strategies and assuring that all aspects of account management run smoothly. Julie is also a member of the firm’s Diversity & Inclusion Committee.
Prior to joining GW&K, Julie worked for Brown Brothers Harriman in private client sales supporting the firm’s business development efforts. Julie began her career in institutional relationship management at Brown Brothers Harriman supporting the relationship management team.
Julie graduated from Merrimack College with a BSBA in Finance and Management and holds the Series 65 License with FINRA.
GW&K’s culture is one of collaboration and openness to new ideas, which fosters ongoing opportunities for growth. I love the opportunities that I have had to continue to grow and expand in my role as the firm has evolved.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article