Julie Sowards

Senior Wealth Coordinator

Julie has been in the financial services industry since 1986. Focusing on private client and institutional advisory services, she emphasizes collaborative wealth management as the way to meet the needs of our clients as fully as possible. Julie has a very strong understanding of the industry and custodian policies, procedures, and systems, is hands-on in all areas, and ensures timely communication and issue resolution – all of this being central to delivering quality care to clients. In addition, she has experience in multiple advisor transitions across independent RIAs and wirehouses. In addition, she has contributed to improving approaches that best support our team and our clients.

Julie believes that each of us can make a difference in the life of someone – nobody can do everything, but everyone can do something.