Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Associate
Houston
Client Advisory
Julie is a Senior Associate in the Houston office. As a member of the firm’s Wealth Management practice, she is responsible for assisting clients by interfacing with the firm’s custodian and ensuring client records and documentation are accurate. Julie is often the office point of contact for clients who have specific needs for disbursements or other administrative issues regarding their accounts.
Prior to joining Cerity Partners, Julie was a Senior Client Services Associate at Investec Wealth Strategies.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.