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Julie Wankel, Financial Advisor

FINANCIAL ADVISOR
Julie Wankel

ChFC®
325 S 6th St, Petersburg, IL 62675opens in a new window
CallSend Me a Message

Focus Areas

  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

About Julie

I've been on your side of the table. My purpose in becoming a financial advisor is to help my clients understand where they are trying to go with their financial goals and how best to help them get there. I am passionate about educating people. It's most rewarding when clients leave my office saying they've never understood anything better.

My background includes a wide variety of banking, lending, agriculture, finance and development roles. I was born and raised in a small community in southwest Kansas. My family still lives and farms in the area.

In 2005, I moved to central Illinois...

Work History

  • Edward JonesAugust 2017 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Kansas State UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Traveling
  • Spending Time with Family
  • Golfing
  • Skiing

Team Members

  • Ashley Reichart
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(217) 501-4146

Fax

(888) 596-8573

Office Address

325 S 6th St
Petersburg, IL 62675opens in a new window

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