Julie is a financial advisor and member of the Legacy Wealth Management Group, a UBS team located in San Angelo, Texas.  Julie has over twenty years of experience in the financial industries.  Having had a strong background in banking, accounting and insurance, Julie joined the brokerage side of the industry in 1995 and has been with UBS Financial Services, Inc. since 2001. As a member of the Legacy Wealth Management Group, Julie's main focus in the partnership is centered on high net worth individuals, retirement planning, estate planning, and helping clients who desire to leave a legacy for those who come behind us.

"I believe that our team offers the type of relationship and advice that people are passionately seeking.  Ours is not a one size fits all practice. We are positioned to offer a specialist in every aspect of financial planning and investment management that people seeking retirement are searching for."  The favorite part of my profession is gathering the facts and putting the pieces of the puzzle together.  We look at the performance of portfolios, the measurement of risk tolerance, the probability of needs and liquidity, as well as making sure are goals of living out our retirement years are insured for success. Gaining and maintain trust doesn't come easy and we don't take it lightly.  We know our clients personally, and we wouldn't have it any other way. "

 In addition to the Texas team, Julie is a partner with UBS Private Wealth Advisor Jason M. Katz, New York, NY where she specializes in retirement and insurance planning for clients across the country. Julie holds her Series 7, Series 63, and Individual State of Texas Life and Health Insurance.

• UBS Director club member 2010,2011,2012,2013,2014

• Angelo State University

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Life and Health Insurance Licensed: AZ, CA, CT, NC, NJ, NM, NY, OK, OR, PA, TX

AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA