As her team's investment associate, Julie's goal is to provide premier client service for the individuals and families she serves, all in an effort to build long-lasting relationships with clients that can span decades. An outgoing and responsive person by nature, she enjoys the intensity and ever-changing nature of the financial services industry, as well as the opportunity her role provides her to work closely with people.

Julie applies her more than 20 years of industry knowledge to her daily work, which includes business development, client relations, and equity and fixed income trading. Her specialty is outside manager selection and alternatives including private equity and hedge funds.

Prior to joining Alex. Brown, a division of Raymond James, in April 2018, Julie served as an investment associate with J.P. Morgan for six years. Before that, she served in the same role with RBC Wealth Management from 2007 to 2012. Julie earned her bachelor's degree in finance from the University of Massachusetts.

Originally, from Boston, Julie makes her home on Bainbridge Island with her husband, Rob, their daughters, Sophie and Olivia, and their two Labrador’s. Julie stays active in her community as a member of the Seattle Yacht Club, and as a volunteer with the Seattle Humane Society and the Seattle Children's Hospital. In her free time, Julie enjoys sailing, trail running, practicing yoga, playing tennis and skiing.