Julie Brown

Julie is dedicated to helping clients feel confident and at ease with their financial lives. She finds great satisfaction in identifying solutions that fit each client’s needs and seeing those solutions begin to work. For Julie, the most rewarding part of her role is seeing a plan come to life and knowing she played a part in helping clients reach their goals.

Julie began her career in banking in 1985, holding several key client service roles before joining Bivin & Associates, Inc. in 1994. Over the years, she wore many hats as the firm grew, eventually becoming part of Mercer Advisors in 2022. She holds a degree in business from Northern Oklahoma College and has earned the Financial Paraplanner Qualified Professional™ (FPQP™) and Certified Retirement Planning Counselor® (CRPC®) designations.

Julie’s passion for financial planning is rooted in her upbringing as the oldest of nine children in a low-income household. Her parents modeled the importance of budgeting and stretching every dollar, and her early career in banking showed her the power of saving and planning for the future. She brings a balanced, common-sense approach to investing and planning, shaped by both personal experience and professional mentorship, especially from William Bivin, founder of Bivin & Associates.

Julie and her husband, Paul, were both born and raised in Ponca City, Oklahoma, where they continue to live. They have two daughters and two grandchildren. Deeply involved in her community, Julie has served on numerous boards and is an active member of her church.