Backed by more than a decade of experience in the financial services industry, Julie Jones joined our team in 2021 after spending nine years as an Investment Strategist with Wells Fargo Private Bank. In her new role, Julie enjoys the perfect mix of working with people to solve their problems while also using her analytical toolset to research markets and build portfolios.
In her own words, Julie is excited to join the Armillary Group of Wells Fargo Advisors because of our “unrelenting focus on the client and clear vision for the team’s future.” Julie always puts her clients’ needs first and is proud to be part of a team that does the same. Her primary areas of focus are asset management, estate planning strategies, and retirement planning. She also has a goal of working with successful female executives and young, affluent professional women.
Prior to beginning her career, Julie earned a Bachelor of Arts in Communication from North Carolina State University. A proponent of continuing education, she also graduated with an MBA from the Kogod School of Business at American University in 2012, and has completed the necessary coursework to earn the Chartered Financial Analyst designation from the CFA Institute.
Julie lives in Charlotte with her husband, Kevin, and their three children, David, Bill, and Dorothy. Away from the office, she has given back to her community through charitable causes such the Women’s Impact Fund – Charlotte, as a recent board member for the First Presbyterian Church Schools, and as a participant in Leadership Charlotte. She also enjoys doing small DIY projects throughout the house and loves any time she can spend with her kids in the great outdoors. As a family, they look forward to traveling any chance they can.
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