Julie Ann Garber
Vice President, Advanced Planning @Fidelity Investments
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WORK HISTORY
Vice President, Advanced Planning @Fidelity Investments
Naples, FL, US
Serve as consultant to high net worth clients and help them develop successful strategies for all aspects of their financial lives, including wealth transfer, estate planning, business succession, charitable giving, asset protection, tax efficiency, risk management, and retirement scenarios.
EDUCATION
Montour High School
McKees Rocks, PA
Duquesne University School of Law
Doctor of Law - JD
Allegheny College
Meadville, PA
ABOUT JULIE ANN GARBER
After 18 years of private practice as an estate planning attorney, I transitioned into wealth management. As an Advanced Planning Strategist, I advise clients in all aspects of their financial lives.
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