Meet Julie
Julie is a Wealth Advisor based in Cincinnati, Ohio. Before joining Mercer Advisors, Julie held roles at Charles Schwab, myCFO, Financial Engines, and Madison Wealth Management. She is a Practice Leader for Mercer Advisors Miami Vallley endowments and foundations group. Julie earned a B.A. degree in mathematics and economics, summa cum laude, from Bowdoin College and a Masters of Business Administration from Stanford Graduate School of Business. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst® designation.
Julie’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, Julie has focused experience in these areas:
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
- Concentrated stock positions that require strategic diversification and tax efficiency
- Aligning portfolios with purpose for clients pursuing values-based investing
Her working style
Julie combines her knowledge and experience with a genuine concern for people. She is a patient listener who can distill the conversation to the key issues and decisions. She enjoys helping clients achieve Economic Freedom™ so that they can benefit from the fruits in their lives and share them with people and causes that are important to them. Julie can be the calm voice in any client-advisor partnership and a sounding board for you through all that life sends your way.
Julie in real life
Favorite thing about where you live?
I didn’t grow up in Cincinnati, but I have become a real fan. Cincinnati punches above its weight in its arts scene, sports teams, nonprofit community, and quality of life. It is accessible and offers a low cost of living. It is also right in the middle of the country with easy access to many cities and beautiful outdoor spaces.
Why do you like working at Mercer Advisors?
I’ve been fortunate to work in some fascinating places and companies. Mercer Advisors focuses on providing honest, client-centric advice and offerings. It is also very supportive of its team and is an enthusiastic champion of women in professional roles.
How do you give back?
Supporting others has always been an important part of my life. I offer my financial experience to nonprofits and individuals pro bono, and I am involved with organizations that provide services in our community. I appreciate that Mercer Advisors supports my desire to share my time, talent, and treasure with causes that are important to me.
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