Julie Knight
The Face of Financial Empowerment. First Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott
- Role
- First Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Julie Knight
I\'m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. My passion is…
Experience
First Vice President Wealth Management, Financial Advisor
Apr 2019 — Present · Allentown, PA, US
A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Julie provides a customized wealth management approach including investment management, retirement planning, wealth transfer, education funding and charitable planning. She aims to provide business owners, corporate executives and multiple generations of families with exceptional financial planning advice and service. She helps clients make informed life and financial decisions based on their goals.
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