Meet Julia
Julia is a Wealth Advisor based in Denver, Colorado. She joined Mercer Advisors in 2021 after serving more than a year as Financial Solutions Advisor at Merrill Lynch. Inspired by the positive impact financial planning had on her own family growing up, Julia is passionate about paying that experience forward by helping clients build lasting legacies for generations to come. Julia earned her B.S. degree in business administration with an emphasis in personal financial planning from the University of Colorado at Boulder. She is also a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®.
Julia’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, Julia has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Julia is best known for her collaborative approach. She values educating clients by breaking down complex financial topics. Julia works to understand her clients as a whole, not just through the lens of finances. If you value partnership and level-headed coaching, you will enjoy working with Julia.
Julia in real life
What keeps you busy outside of work?
In my free time, I love exploring the outdoors of Colorado with my fiancé and German Shepard puppy, Ben. I love to ski, hike, and go on walks in the park.
How do you give back?
I volunteer for a nonprofit organization called 3rd Decade which provides free financial education to adults in low-income areas.
What makes you tick?
My parents had two financial advisors growing up. They worked hard to accumulate their wealth and, through the help of their advisors, are living the life they always dreamed of in retirement. They also put three children through college, and purchased their dream retirement home in the mountains of Colorado. It is my goal as an advisor to have these same impacts on the lives of my clients and their families.
Julia’s snapshots
Meet Julia’s Teammates
Vivian Covert
Client Service Specialist
What Julia Says
Vivian executes client requests in an efficient manner. From processing distributions to opening accounts and assisting with investment implementations, Vivian works behind the scenes to turn discussion into action.
James Telfer
Principal
What Julia Says
James ensures I have all the resources I need to be a successful advisor. His passion is contagious and his expertise fosters an environment of continuous learning and improvement.
Gabrielle Mollick
Wealth Advisor
What Julia Says
As another female advisor in Colorado, Gabrielle and I collaborate together to do better for our clients. We share information and best practices to help ensure all clients receive white glove service.
Articles by Julia
Launching Your Financial Future: 3 Tips for Millennials
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