MBA, CFP®, AIF®
Sr. Wealth Advisor, Sr. Director
With over 30 years of experience in the financial planning industry, as well as a host of awards with her name on them, Julianne Andrews is a passionate Wealth Manager for her clients. For Julie, however, her entry into financial planning came about rather organically. After receiving her MBA, Julie began her professional career as a financial analyst for a Fortune 100 company in its strategic planning area. Although preparing financial forecasts for a large corporation was interesting, she felt she could apply those same skills to individuals and families in a more impactful and meaningful way.
With two children at home and a third on the horizon, Julie wanted a fulfilling career that would afford her the opportunity to help families like hers achieve financial success. Thus, having long had an interest in financial markets, she decided on a career in personal financial planning—work she found to be profoundly rewarding.
In 1992 Julianne co-founded Atlanta Financial Associates, which merged with Mercer Advisors in 2020. Over the years, she has won multiple national awards that are presented to a select group of wealth advisors across the country. Since 2017, Julie has been featured on both the Forbes lists of America’s Top Women Wealth Advisors* and Best-in-State Advisors*.
She’s also consistently been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager** award. Julie has also been the recipient of the 2020 and 2021 Women’s Choice
Award® for Financial Advisors***, a distinction given to a select number of advisors in Georgia and across the nation. She has been quoted in local, regional and national publications such as the Atlanta Business Chronical, Medical Economics and U.S. News and World Report.
As both a Senior Director and Senior Wealth Manager at Mercer Advisors, Julie works closely with her clients to help them achieve their long-term financial goals, whether it’s early retirement, sending their children to college, or starting a business. Furthermore, as the spouse of a successful pediatrician, Julie was naturally inclined to develop a specialty working with physicians and medical practices to assist them in meeting their financial goals. As a result, she has the privilege of being the only financial planner to serve as a blogger for Medical Economics.
A graduate of Purdue University, where she earned her Bachelor’s degree in Industrial Engineering with distinction, Julie would later go on to earn her Master of Business Administration from the University of Virginia where she graduated with top honors. Julie currently lives with her husband, Dr. Andy Andrews, in Atlanta, as do all three of their children who are now grown and married. When she’s not working, Julie and Andy love to travel and spend time at their lake house in north Georgia with their children, grandchildren and two dogs. Family is very important to Julie and nothing makes her happier than seeing her grandchildren smile.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
*The ranking of the Forbes “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors,” 2017 - 2021 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 under management 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 WomenCertified 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 WomenCertified 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 2018, 3,248 Atlanta wealth managers were considered for the award and 287 were named 2018 Five Star Wealth Managers. In 2019, 3,619 Atlanta wealth managers were considered for the award and 566 were named 2019 Five Star Wealth Managers. In 2020, 3,580 Atlanta wealth managers were considered for the award and 463 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.
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.