Julie has worked in the industry for 25 years and brings an extensive business and banking background. She began her career with Merrill Lynch in 1993 and transitioned to UBS in November 2013. In addition to day to day client servicing, Julie works extensively on Cyndeo’s business development efforts in the areas of event planning, coordination, and marketing. She works directly with the Financial Advisors, assisting with the implementation and monitoring of client portfolios as well as review preparation.
Julie earned a BA in Liberal Arts from the University of Arizona prior to entering the financial services industry. She has two sons and two grandchildren and resides in Clearwater. In her leisure time, Julie enjoys playing golf and going to the beach.