Client Service Associate
Get to Know Julie:
What do you enjoy most about working in wealth management?
I enjoy seeing our client's success after planning and achieving their financial goals.
Which of your skills do you find most helpful in your work?
Teamwork, planning, and organizing have been most helpful in my job. I use them regularly when solving problems with our integration process and planning company events. I believe that teamwork makes the dream work!
What is the best part of working at Monterey Private Wealth?
Without a doubt, our shared values, attitudes, and behaviors. I love our company's core values which include honesty, self-improvement, and communication.
What is the best financial advice you have ever received?
My parents always told me to save for a rainy day.
How have you been involved in your community?
My boys are involved in sports, so I have volunteered as a team mom and event organizer. In addition, I volunteered to be the president's assistant for the baseball board.
What do you love doing outside of work?
I love to be with my family and enjoy nature during my spare time. We take the kids camping at least three times a year and try to get out to the beach or park every other weekend. We also enjoy watching our favorite baseball team, the San Francisco Giants! It's an excellent way to refresh and reset.
Expertise and Experience:
- Before MPW, Julie worked at an accounting firm for several years.
- Julie's role on the team is handling operational duties for clients and advisors.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services.