Julie Swanson
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Potomac office, Julie brings 18 years of financial services experience to supporting clients and their advisors. She coordinates account openings, transfers, distributions, retirement rollovers, and other service needs from initiation through completion, with particular attention to requests where timing, accuracy, and discretion are critical. Julie began her financial services career as a Client Service Assistant at Lynch Retirement Investment Group. Throughout her career, she has built a reputation for attention to detail, organization, and dependable service. She works closely with advisors to translate client conversations into action, coordinating the details and helping ensure requests move forward efficiently. Julie studied General Studies at Howard County Community College. Outside of work, she enjoys gardening and is an avid reader.
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.
