Julie Williams, ADPA®, ChFC®, CFP®
Senior Vice PresidentJulie serves as a wealth advisor for Wealthspire Advisors in the Delafield, WI office, joining the firm in 2015 through the acquisition of Lake Country Wealth Management. With more than 30 years of industry experience, she develops a close, personal relationship with her clients, partnering with them to clearly define their goals and utilizing proven planning strategies to meet their objectives. She prides herself on the deep level of individualized care she has for each client and considers herself a strong advocate for them and their families.
Julie also serves as the advisor associate lead for the firm’s Central region and is profoundly passionate about mentoring associates on their journey to becoming advisors. She carried that passion into becoming a member of the NexGen Student Engagement Committee with the national Financial Planning Association. Julie has been published in several regional publications and was included on BizTimes Media’s inaugural list of Notable Women in Wealth Management.
Julie graduated magna cum laude from University of Wisconsin – Whitewater with a degree in psychology and went on to earn her master’s degree in social welfare from University of Wisconsin – Milwaukee. When not working, she loves reading, enjoying theater, traveling, and cheering on the Green Bay Packers. Her greatest joy comes from spending quality time with her husband, their son who is a PFC in the Army, and their two beloved puppies, Lana and Kira.
Previous Experience
- Director of Operations at Rose Bertram, LLC
- Director of Operations at Real Wealth Radio, LLC
Education & Credentials
- BA, University of Wisconsin – Whitewater, Psychology, magna cum laude
- Master of Social Welfare, University of Wisconsin – Milwaukee
- Series 66 license
- Wisconsin Life, Accident, and Health Insurance licenses
- Accredited Domestic Partnership AdvisorSM (ADPA®)
- Chartered Financial Consultant® (ChFC®)
- CERTIFIED FINANCIAL PLANNER®
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*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.
