For over 19 years, Julie Bailey has worked at some of the top global investment firms including Credit Suisse, Merrill Lynch, Morgan Stanley and now UBS. Julie focuses on financial strategies to help build and protect wealth while seeking to reduce tax consequences. She provides meaningful retirement advice for individuals, business executives and their families. Julie specializes in working with clients who are going through significant transitions such as divorce, death of a family member, sale of a business, or retirement. Julie performs family office services for her C-suite clientele.
Early in her career, Julie was the head trader and client service manager for an ultra-affluent team managing nearly $1 Billion in assets at Credit Suisse. She ran stock option programs, constructed 10B5-1 plans for top executives, and ran the directed share program for several IPO’s including an international pharmaceutical corporation and a defense technology provider.
Her experience in portfolio construction and execution harmonizes well with UBS's world-class analysis and innovation. Julie is a part of the UBS's Portfolio Management Program which allows a select group of UBS Financial Advisors qualified by the firm, based on training, experience and commitment, to independently manage client assets. Julie also holds the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation in addition to the Series 7, Series 66, and Series 31. Julie is also insurance licensed.
Julie serves as President of the Buckhead Business Association, running the 25+ person board as well as the activities of the 70 year old organization including the Taste of Buckhead. In addition, she sits as ex-officio on the prestigious Buckhead Coalition, comprised of the top 100 CEOs and business leaders in Buckhead. She is passionate about engaging women in the workplace and for the last 5 years created, formed and now runs an internet-based platform for over 1,000 working mothers in the Atlanta area. For over 3 years, she has served on the Board of Directors for the Atlanta Children's Shelter seeking to end homelessness and provide childcare for homeless families.
Julie graduated summa cum laude with a B.B.A. in Corporate Finance and Investments from East Tennessee State University where she received numerous academic accolades. She continued post-graduate work at the University of London in London, England. She has served as a MoneyWise mentor for Buckhead Church where she is an active member. She currently resides in Atlanta, GA with her husband and business partner, Jansen Bailey and their 3 children (2 school aged- The Westminster School; 1 toddler).
Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA