Julie Swanson

Senior Associate, Client Operations

Julie serves as a senior associate on the Client Operations team, supporting the broader Mid-Atlantic team by processing day-to-day and incoming tasks for the Fulton, MD office.

She brings 14 years of experience in the financial services industry, most recently working as a Client Service Assistant at Lynch Retirement Investment Group.

Outside of work, Julie resides with her husband in their new home and enjoys reading, listening to True Crime podcasts, gardening, and trying new foods from different cultures.

Previous Experience

  • Client Service Assistant at Lynch Retirement Investment Group

Education & Credentials

  • Howard County Community College, General Studies

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.