Julie Back
- Role
- Senior Vice President Advisor at Wealthspire
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Julie Back
I am a Senior Vice President and Advisor at Wealthspire Advisors. Wealthspire Advisors is…
Experience
Senior Vice President Advisor
Jan 2022 — Present
Wealthspire Advisors is an independent registered investment advisor with offices throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures
Education
Central Washington University
Bachelor of Science, Business and Marketing
Skills
- Finance
- Retirement Planning
- Financial Planning
- Investments
- Asset Allocation
- Investment Management
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