Private Client Relationship Manager
Julie is responsible for developing and strengthening relationships with a focus on enhancing their client experience. She serves as the personal point of contact for clients and assists with their various needs, processes client requests, researches and analyzes financial information and delivers reports and presentations for client meetings. Julie also collaborates with Acumen’s Chief Investment Officer, Chief Compliance Officer, and Wealth Strategist to coordinate resources of the firm for the benefit of the client. Julie emphasizes timeliness, efficiency, and accuracy while always committed to the fiduciary standard.
“Love the life you live. Live the life you love.”
Julie has focused on client service for nearly 20 years with the last 11 years as a Trust Advisor Assistant at Pinnacle Bank and Regions Bank. She served as a liaison in coordinating all aspects of account management and maintenance from expenses and gifting to tax returns and estate administration. Previously, Julie was a personal assistant in a private physician practice for seven years. Her role involved communications, presentations, and planning. She was dedicated to supporting the physicians, so they could focus on caring for their patients. Julie takes great pride in building trust and respect by embracing challenges and finding solutions for clients.
Julie earned a Bachelor of Science in Human Ecology from the University of Tennessee at Knoxville. Her passion is making every day count and finding happiness. Julie is a people person and loves to find ways to connect with those around her. She believes in the importance of giving back to the community by volunteering for Ronald McDonald House Charities in the Family Room at Erlanger and by preparing meals at the Ronald McDonald House. Julie’s greatest source of joy is her daughter, Jenna, who is attending Lee University.