Work History
Edward Jones
Edward JonesJune 2023 to CurrentWells Fargo Clearing Svcs LLC
Wells Fargo Clearing Svcs LLCMay 2015 to June 2023
Focus Areas
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Intergenerational Planning
- Retirement Savings Strategies
About Julie
I began my career in this industry with Edward Jones in 2012 as a Branch Office Administrator after spending over twenty years in the real estate and mortgage industries. I found a real passion for the investment and financial services industry here at Edward Jones and I became a registered financial advisor a few years later. I spent several years at another firm and in 2023, I came back "home" to Edward Jones where it all began.
Growing up in the small town of Noblesville, IN. instilled in me a spirit of hospitality and a work ethic that have...
Growing up in the small town of Noblesville, IN. instilled in me a spirit of hospitality and a work ethic that have...
Work History
Edward Jones
Edward JonesJune 2023 to CurrentWells Fargo Clearing Svcs LLC
Wells Fargo Clearing Svcs LLCMay 2015 to June 2023
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Camping
- Car Restoration
- Canoeing
- Hiking
- Motorcycles
Team Members
Carrie StellaBranch Office Administrator
Denise OrsinoSr. Branch Office AdministratorFPQP®- Tammy StokesBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(540) 722-2938Fax
(888) 767-9150Office Address
1825 Valley AvenueWinchester, VA 22601
Location
WinchesterFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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