Team

Julie is a wealth advisor and a seasoned member of our private wealth team. With over 20 years of industry experience and a strong background in client relations, Julie works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning and investment advice coupled with tailored wealth-management solutions. Julie is also frequently called upon to work with our female clientele providing thoughtful counsel as they navigate the unique financial challenges and opportunities that women often face, including being a single wage earner, transitions that come with divorce, and/or being widowed.

Prior to joining GW&K, Julie worked for Brown Brothers Harriman in private client sales supporting the firm’s business development efforts. Julie began her career in institutional relationship management at Brown Brothers Harriman supporting the relationship management team.

Julie graduated from Merrimack College with a BSBA in Finance and Management and holds the Series 65 License with FINRA. Julie is also a member of the firm’s Diversity Equity & Inclusion Committee.