Sr. Client Care Associate
Since 2006, Julie has worked alongside our President and Executive team to support the continued success of Christy Capital Management. Julie’s expertise in all areas of our business is evident in the way she cares for our team, provides exceptional service to our clients, and oversees the onboarding process and transfer of assets entrusted to our firm. She has earned an insurance license in GA, SC, and FL.
Julie is inspired by her three adult children and two grandchildren. Outside the office, Julie is a Nationally Certified EMT and enjoys spending time with her family, serving her community, traveling, and various outdoor activities.