Julie Williams, ADPA®, ChFC®, CFP®
Senior Vice President
Julie serves as a wealth advisor in the firm's Delafield, WI office, bringing more than 30 years of industry experience. As an advisor, 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 is an active member of the NexGen Student Engagement Committee with the national Financial Planning Association and serves as Retention and Recruitment Director for Executive Women's International Milwaukee. 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.
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 is an active member of the NexGen Student Engagement Committee with the national Financial Planning Association and serves as Retention and Recruitment Director for Executive Women's International Milwaukee. 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.
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.
