Julia Perry

As a Financial Planner, Julia services the financial needs of individuals and businesses while looking to build long-term relationships. She collaborates with her clients to determine their financial goals and navigates through each of the six areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Julia can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

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.

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