Julia Perry

Julia is an Investment Advisor Representative who serves as a trusted guide in helping her clients make informed financial decisions for their future. She works closely with each client to define their goals, assess their financial situation, and identify opportunities for growth and protection. Through tailored insurance strategies and investment planning, Julia empowers individuals to protect what matters most and move forward with confidence.

Originally from Memphis, Tennessee, Julia graduated from Southern Methodist University. Although she began on a pre-med path with aspirations of becoming a physical therapist, her passion for helping others ultimately led her to the financial services industry. Whether supporting others physically, financially, or emotionally, that drive has remained constant throughout her career.

In her free time, Julia enjoys running along the West Side Highway, diving into a good book, and volunteering with Bright Light, where she helps package and serve meals at shelters and churches.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY