Senior Client Associate
Joining PaineWebber in 1975, Julie has continuously partnered with her team building strong relationships and working to retain our most valued asset, our clientele. Becomming familiar with each individual and building a personal, holistic relationship to ensure our clients's needs are met is the foundation of our service model and of paramount to our practice. Julie is FINRA-registered and holds her Series 7 and 63 securities licenses. A Cincinnati native, she and her husband were married in 1983 and have one daughter and a son.
Senior Client Associate
Joining PaineWebber in 1975, Julie has continuously partnered with her team building strong relationships and working to retain our most valued asset, our clientele. Becomming familiar with each individual and building a personal, holistic relationship to ensure our clients's needs are met is the foundation of our service model and of paramount to our practice. Julie is FINRA-registered and holds her Series 7 and 63 securities licenses. A Cincinnati native, she and her husband were married in 1983 and have one daughter and a son.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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