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.
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.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.