Julia Dyess

About Julia Dyess

I am dedicated to providing a signature client experience. When crafting a financial strategy, I embark on a collaborative journey to discover your goals before you invest. Your financial future is not just a destination; it\'s a personalized, comprehensive voyage. My connection with Edward Jones spans over 30 years. A pivotal moment in my career led me to this path, following the culmination of my studies at Eastern Washington University, where I earned my bachelor\'s degree. In my prior life in emergency medicine, I recognized the profound impact of trust and foresight when developing solutions to complex problems, especially when these solutions can have a great impact on the livelihood of others. These invaluable principles continue to underpin my financial advisory practice today. In 2020, I proudly earned my AAMS™ designation, followed by achieving the status of a CERTIFIED FINANCIAL PLANNER™ professional in 2021. As a lifelong Washingtonian, I revel in the splendors of our magnificent state. You might find me exploring its hidden gems in Olympic National Park or Mount Rainier National Park, taking a stroll around Gig Harbor or engaging in a spirited game of pickleball with my husband. I\'m a member of the Gig Harbor Chamber of Commerce. In the past, I contributed my leadership to the boards of the Rotary Club of Bremerton and Soroptimist International of Port Orchard. My additional volunteer journey has led me to organizations like the Violet E. Carlson Memorial Guild, SW Washington Blood Bank, St. Luke’s Rehabilitation Institute and Spokane Humane Society. I also served as clinic director for the Key Free Clinic. Our focus embodies comprehensive, holistic advice and guidance. We collaborate seamlessly with other professionals in your life, helping to ensure the efficient realization of your long-term financial dreams. Beyond personalized strategies, I curate insightful investment seminars, offering you valuable market perspectives and enriching financial education. I anticipate the privilege of connecting with you, forging a path towards your financial instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   May 2019 — Present · Gig Harbor, WA, US

   Comprehensive Financial Strategy - Retirement Planning, Retirement Income Strategies, Multigenerational Wealth and Legacy Strategies, Investment Advice, Business Retirement Plans, Protection and Life Insurance, 529 College Education Savings Plans, Custodial Accounts, Inherited Assets, Divorce Settlements

Education

• Eastern Washington University

  Bachelor's degree, Biology, Biochemistry, Chemistry

• College for Financial Planning

  Accredited Asset Management SpecialistSM