Associate Wealth Advisor, Wealth Path Group
Julia holds the FINRA Series 66 license and is an Investment Advisor Representative. She is currently a Candidate for CFP® certification. She began her career in financial services working as a Financial Solutions Advisor for Merrill Lynch where she provided personalized investment management strategies to help clients achieve their financial goals. She joined Mercer Advisors in 2021 and is passionate about serving clients and assisting them in planning for what they deem most important. Julia graduated from the University of Colorado’s Leeds School of Business with a Bachelor of Science Business Administration degree in Finance and an emphasis in Personal Financial Planning. Julia is originally from New Jersey but moved to Colorado 5 years ago. In her spare time, she enjoys skiing in the beautiful Rocky Mountains.