With over 20 years of experience in financial services, Julie serves as a Senior Vice President at Moran Wealth Management®.
Known for her thoughtful and client-focused approach, Julie helps high-net-worth individuals and families navigate complex financial decisions with confidence and clarity. Her role involves developing personalized strategies tailored to each client’s unique goals and evolving needs. Her dedication and leadership continue to play a key role in driving the firm’s success.
Originally from Olney, Maryland, Julie holds dual bachelor’s degrees in business and psychology. Deeply committed to giving back to her community, she is actively involved with Champions for Learning and supports the Humane Society, with aspirations to one day establish a charitable foundation for abused animals. Outside the office, she enjoys relaxing evenings with her husband and their dogs, ideally with a Pittsburgh-style ribeye and a superhero movie.
With over 20 years of experience in financial services, Julie serves as a Senior Vice President at Moran Wealth Management®.
Known for her thoughtful and client-focused approach, Julie helps high-net-worth individuals and families navigate complex financial decisions with confidence and clarity. Her role involves developing personalized strategies tailored to each client’s unique goals and evolving needs. Her dedication and leadership continue to play a key role in driving the firm’s success.
Originally from Olney, Maryland, Julie holds dual bachelor’s degrees in business and psychology. Deeply committed to giving back to her community, she is actively involved with Champions for Learning and supports the Humane Society, with aspirations to one day establish a charitable foundation for abused animals. Outside the office, she enjoys relaxing evenings with her husband and their dogs, ideally with a Pittsburgh-style ribeye and a superhero movie.