Juliane Werner, CRPC

Juliane Werner is a Senior Financial Advisor and Assistant Vice President with more than 20 years of experience in the financial services industry. She worked for Bank of America and Merrill Lynch, before joining Wells Fargo Advisors. She works with individuals, families, business owners, and retirees, helping them develop personalized investment and financial strategies aligned with their goals, risk tolerance, and long-term aspirations. Drawing on a diverse financial background and global perspective, Juliane is committed to helping clients make informed decisions and navigate life’s financial complexities with confidence.

Juliane believes in working with clients as if she were sitting on the other side of the table. She takes a strategic, long-term approach to wealth planning, carefully considering each client’s unique objectives, family circumstances, tax considerations, and legacy goals. She believes she is known for her unbiased and open-minded approach, Juliane prides herself on building strong relationships and providing comprehensive guidance tailored to each client’s needs. Her priority is to help clients confidently manage their financial futures, prepare for life’s uncertainties, and pursue a secure and fulfilling retirement.

Originally from Germany, Juliane spent a year as an exchange student in Tennessee before permanently relocating to Florida at age 24. She earned an MBA in Finance from Florida Gulf Coast University and a bachelor’s degree in business from Berufsakademie Mosbach in Germany. She also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and is fluent in both English and German. Juliane and her husband live in Fort Myers with their son. A passionate advocate for financial literacy, she enjoys giving back to her community and helping others build financial confidence. An avid traveler and global citizen with dual citizenship, she has visited more than 26 countries and 23 U.S. states, experiences that have broadened her perspective and appreciation for diverse cultures. Outside of work, she enjoys spending time with family and friends and exploring new destinations around the world.