Meet Julie
Julie is a Wealth Advisor based in Ponca City, Oklahoma. She joined Mercer Advisors in 2022 through the acquisition of Bivin & Associates, Inc. where she served as Financial Advisor. Her responsibilities also included office management, bookkeeping compliance oversight, and marketing. Julie left the banking industry in January 1995 to help start Bivin & Associates. She holds a degree in business from Northern Oklahoma College and has earned the Financial Paraplanner Qualified Professional™ and Certified Retirement Planning Counselor® designations.
Julie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Julie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- After a layoff, helping clients protect what they’ve built and chart a path forward
Her working style
Julie is known for listening closely and coordinating thoughtfully, taking time to research and reflect before moving forward. She keeps clients’ goals front and center and works best in trusted partnerships built on honest communication, mutual support, and collaborative problem‑solving.
Julie in real life
What keeps you busy outside of work?
Outside of work, I spend most of my time with my family. Growing up in a big family taught me the value of these connections, which still keeps me busy and happy.
What makes you tick?
I am driven by challenges. I like to think deeply about the issue at hand, consider multiple ways to approach it, and keep the final outcome clearly in mind.
Any words you try to live by?
I believe we are on this earth to take care of one another, leaving behind a lasting impression shaped by kindness and grace.
Julie’s snapshots
Meet Julie’s Teammates
Shanon Lee
Client Service Specialist
What Julie Says
Shanon has been an invaluable teammate and my steadfast partner — working side-by-side, keeping our work organized, ensuring everything runs smoothly, and consistently making even complex projects appear seamless.
Rebekah Burns
Sr. Wealth Advisor
What Julie Says
Becky has been an amazing mentor and teammate, someone I consistently lean on to help navigate programs and client opportunities with confidence.
Carl Larimore
Partner
What Julie Says
Carl is highly supportive and understanding, offering clear guidance and connecting me with key contacts to help ensure project success.
Steven Elliott
Tax Director
What Julie Says
Steven is my go-to “phone a friend” whenever we need expert advice on tax planning and regulations. He is always available and consistently goes above and beyond to help ensure our clients fully understand the information they receive.
Jason Bivin
Portfolio Consultant
What Julie Says
Jason is a highly experienced portfolio consultant who I work with closely when making strategic decisions about client portfolios. He provides proficient guidance on portfolio allocation to ensure that our clients’ investments are positioned to help meet their financial goals while managing risk effectively.
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