MBA, CFP®, AIF®
Sr. Wealth Advisor, Sr. Director
Julie began her career in financial planning in 1988 and co-founded Atlanta Financial Associates in 1992, merging into Mercer Advisors in 2020.
Since 2017, Julie has been featured on both the Forbes lists of America’s Top Women Wealth Advisors and Best-in-State Advisors*. She has been the recipient of the Women’s Choice Award for Financial Advisors** (2014-20201) and been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager*** award (2012-2020).
She specializes in working with physicians and high net worth individuals nearing retirement. She has the privilege of being the only financial planner to serve as a blogger for Medical Economics.
Julie is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary, and received her MBA from the University of Virginia.
*The ranking of the Forbes “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors,” was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets undermanagement and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
**The Women’s Choice Award® Financial Advisor program was created by Women Certified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to qualify for the program. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by Women Certified Inc. or its partners and affiliates and is no guarantee of future investment success.
***Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2020, 3,314 Atlanta wealth managers were considered for the award; 268 (8% of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.