Julie Garside Willard
Financial Advisor at Baird @Baird
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WORK HISTORY
Financial Advisor at Baird @Baird
EDUCATION
Appalachian State University
Bachelor of Science (BS), Communications/Broadcast Journalism
ABOUT JULIE GARSIDE WILLARD
Julie\'s highly specialized, multi-generational team provides clients valuable insight through a combination of experience, enthusiasm and a commitment to excellence, all while ensuring legacies are guarded seamlessly for generations to come.As a leader of The Brookshire Garside Group, Julie advocates for clients using a values-based approach to all facets of Wealth Management. She helps clients grow and preserve wealth through disciplined financial planning and portfolio management. Julie spearheads the financial planning process and works in conjunction with Alan to develop and implement investment strategies. Julie & the team have built relationships with other key professionals including; CPAs, Estate Planning and Elder Care Attorneys, Risk Management Specialists, Insurance Specialists and Business Owner Solutions professionals. These professionals combined with the vast resources and eagerness of the more than other helpful associates at Baird, empower Julie to deliver a time-tested, multi-step process of Wealth Management.
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