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Wealth Advisor

Julie is a Wealth Advisor at Providence Capital Advisors. In this role she works with new and existing clients in various aspects of financial planning.

Prior to joining Providence Capital Advisors, Julie worked as Chief of Staff at Stroz Friedberg, a leading digital risk management and cybersecurity firm, where she managed various strategic and corporation communications projects.  Earlier in her career, she served in increasing roles of responsibility in corporate finance at Deutsche Bank, Barclays Capital and EA Markets, executing a range of strategic advisory, bank and bond financing, liability management, commodities, and currency transactions. She led teams in all aspects of the transaction cycle including pitching, financial modeling, valuation, due diligence, negotiation, SEC documentation, roadshow preparation, credit evaluation, and underwriting.  Julie applies this same rigorous analysis to her individual wealth advisory clients.

Julie graduated with honors with a B.S. degree in Business Administration from University of North Carolina at Chapel Hill.  After nearly two decades in New York City, Julie recently relocated to lovely Charlotte.  In her free time, Julie volunteers in the community, is an active member of her church, and enjoys hiking.