Originally from New Jersey, Julia has made Charlotte her home for the past five years. She began her financial services career at The Vanguard Group as a Change of Ownership Specialist and later advanced into a Senior Associate role at Dimensional Fund Advisors. Julia is a graduate of Elon University, where she earned her BSBA in Finance.
During her time at Elon, Julia studied abroad in Shanghai, China—a formative experience that sparked her passion for exploring new cultures and traveling. Outside the office, you’ll often find her in a workout class, on the golf course, playing pickleball, or enjoying long walks around Charlotte.
Julia holds the FINRA Series 7, 63, and SIE licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.