Julie believes that today’s
investor requires effective listening skills, an understanding of client
concerns, and the market environment; in addition to active management
whether markets rising or are trending down. Julie is passionate about
helping her clients achieve their investment goals.
Julie has worked in the
investment business for more than 25 years. Her experience includes client
service, portfolio construction, trading, operations, and marketing at
recognized investment companies such as Munder Capital Management, and Acorn
Asset Management. She graduated from Wayne State University, and is Series
7 & 63 Licensed.
In her free
time, Julie enjoys traveling with her husband, socializing with friends &
family, engaging in water sports, reading, collecting time pieces, antiques
& other curiosities.
In Missouri, call Julie at her home office 417 942 0681 or her cell 417 379
0323. Thank you!