Julie Albright

Julie has spent more than 20 years in the financial services industry, holding roles across strategy, technology, marketing, and more. While her experience is broad, her true passion lies in helping individuals and families achieve Economic Freedom™. Julie thrives on solving complex financial challenges and implementing strategies that move clients closer to their goals, especially when it comes to empowering women to feel confident in their financial lives.

Julie earned a degree in mathematics and economics from Bowdoin College and an MBA from Stanford Graduate School of Business. She is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Chartered Financial Analyst® designation.

Before joining Mercer Advisors in 2025, Julie held roles at Charles Schwab in San Francisco, myCFO, Financial Engines, and Madison Wealth Management in Cincinnati. She was drawn to Mercer Advisors for its unwavering commitment to serving clients with excellence, honesty, and integrity.

Originally from Southern Illinois, Julie now lives in the Cincinnati area with her family. She is deeply involved in the community, having served for nine years as chair of the endowment for the Junior League of Cincinnati and as a member of Impact 100.

Outside of work, Julie enjoys spending time with her husband and two young adult children, often cheering them on at (many) baseball games or applauding them in theater productions.