Julie Walker
Sr. Financial Planner at Blue Trust
- Role
- Senior Financial Planner at Blue Trust
- Location
- Catonsville, MD, US
- LinkedIn followers
- 500 followers
About Julie Walker
Julie Walker is a senior financial planner for the Private Wealth division of Blue Trust…
Experience
Senior Financial Planner
Feb 2018 — Present · Baltimore, MD, US
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services• Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Education
Grove City College
Bachelor of Science (BS)
2009 — 2013
Skills
- Leadership
- Customer Service
- Financial Accounting
- Accounting
- Research
- Teamwork
- Financial Reporting
- Auditing
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