Julie Weddle is an Associate Wealth Advisor at Acumen Wealth Advisors, serving as a vital link between clients and Acumen’s wealth services. She plays a pivotal role in generating value for clients, managing complex account administration, and providing comprehensive advisory services. Julie collaborates closely with service line specialists, effectively leveraging Acumen’s diverse resources to help craft solutions to meet the distinct needs of each client.
“It costs nothing to dream, but everything not to…”
Ron White
Julie has a Bachelor of Science degree in Finance from the University of Memphis with a minor in Marketing. For over 25 plus years, she has worked in the business sector including prior financial services experience at Prudential and Morgan Stanley as a Senior Registered Sales Assistant. Julie also worked for NorthShore Financial Strategies for five years as a Senior Registered Sales Assistant, Registered Operations Manager, and Manager of Client Relations. She was responsible for servicing all aspects of clients’ accounts along with proactive client outreach. Julie holds the FINRA Series 7 (General Securities Representative Exam), FINRA Series 63 (Uniform Securities Agent State Law Exam), and FINRA Series 65 (Uniform Investment Advisor Law Exam) licenses.
Julie and her husband Scott have lived in the Chattanooga area for the last five years and have recently become “empty nesters.” Their son, Spencer, graduated Signal Mountain High School and is currently studying Architecture at Samford University in Birmingham, AL. Scott and Julie enjoy exploring the outdoor experiences Chattanooga has to offer, attending UTC Mocs basketball games, and discovering many of the new local restaurants in the area. Julie also enjoys music and getting lost in a well written book.