Julie Grove
Assistant Vice President, Client Service
As an Assistant Vice President on Wealthspire’s Client Service team in Richmond, Julie takes a proactive approach to each relationship, anticipating what will be needed and coordinating closely with advisors and custodians to ensure requests are handled accurately and efficiently. Julie brings 40 years of customer service experience, including three decades working alongside advisors in the Richmond office. Prior to Wealthspire, she held roles with ACG Wealth Management and TNE Life Insurance Company.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
