Client Advisory


Julio is a Principal in the Louisville office with more than 10 years of experience helping high-net-worth individuals and families achieve their financial goals. He provides comprehensive financial planning and guidance to his clients through various stages of their lives. Julio works closely with his clients to develop strategies and solutions to help them reach their objectives, including retirement planning, investments, education planning, legacy planning, and more.

Prior to joining Cerity Partners, Julio was a Senior Financial Advisor with ARGI Financial Group. He began his career in financial services as a Wealth Management Advisor for a super-regional bank-held trust company. His role focused on providing financial guidance to high-net-worth individuals and families. Before moving to financial services, Julio practiced law for several years with a large regional law firm representing clients in various litigation matters.

Julio spends his free time running, competing in triathlons, traveling, and enjoying time with his family.


  • B.A. in Political Science from the University of Tennessee
  • J.D. from Emory University School of Law


  • Honoree of Louisville Business First’s 40 Under 40, an annual list of influential people in Greater Louisville’s business and related communities
  • Commissioned Colonel of the Honorable Order of Kentucky Colonels, a nonprofit organization engaged in collective philanthropy for Kentuckians

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