ADVISOR BIO

Julia L. Malin is a registered Investment Advisor Representative with Cerity Partners LLC. Julia has been in the financial services industry since January 2015. Julia is a Certified Financial Planner™ professional. Cerity Partners LLC provides investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. The firm provides a variety of services, including financial planning, portfolio management, and selection of other advisors. They specialize in providing investment advice to individuals, families, and businesses. The firm also provides tax services and bill pay. Julia specializes in providing advice on retirement planning, college savings, and estate planning.

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ADVISOR BIO

Julia Ullrich is an investment advisor representative registered with Black Diamond Financial, LLC. Julia has been working in the financial industry since 2015. Julia is licensed to provide investment advice in Oregon. Julia specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Julia also operates Full Bloom Accounting, providing bookkeeping services for small businesses.

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ADVISOR BIO

Julia Duque is a registered investment advisor representative with Cbiz Investment Advisory Services, LLC in Cleveland, OH. Julia is a Series 65 licensed professional and has been in the industry since 2015. Julia specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Julia has experience working with a variety of clients, including high-net-worth individuals, corporations, and state and municipal government entities.

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ADVISOR BIO

Julia Davis is a registered representative with Clearbridge Investments, LLC, a firm with over 100 employees. Julia Davis has been in the securities industry since 2001 and has worked with a number of financial institutions. Julia is currently registered with the state of New York. Julia is also a registered investment advisor representative.

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ADVISOR BIO

Julia Elisabeth Vazquez is an investment advisor representative with Vanguard Advisers, Inc. in Scottsdale, AZ. Julia is registered with the Financial Industry Regulatory Authority (FINRA) and has been working in the industry since May 2023. Julia is a registered investment advisor in Arizona, Georgia, and Texas and holds the Series 66, Series 7TO and SIE licenses. Julia has experience working for Arizona State University, Bank of America/Merrill Lynch, Georgia Connections Academy, Sandy Creek High School, EFS Entertainment - Marvel, and Eye Productions Inc - Netflix.

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ADVISOR BIO

Julia Beck is a financial advisor at Davenport & Co. LLC. Julia has been in the industry since 1983. Julia is registered in 19 states and has a Series 7, Series 63, and Series 65 license. Julia specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Julia is also a Certified Financial Planner. Julia is a member of The King's Daughters, a non-profit organization that fundraises for CHKD. Julia is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Julia Weaver is a financial advisor with Oxford Financial Group, Ltd., and has been in the financial industry since 2011. Julia Weaver is registered with the state of Indiana as an Investment Advisor Representative. Julia Weaver specializes in providing financial planning, pension consulting, and selection of other advisors for high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and insurance companies.

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ADVISOR BIO

Julia Bucci is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. Julia Bucci has been in the industry for 10+ years and is licensed in Colorado and Texas. Julia Bucci holds the Series 65 license. Beacon Pointe Advisors, LLC offers a variety of investment advisory services including financial planning, portfolio management, consulting services, and more.

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ADVISOR BIO

Julia Pollard is a registered representative with Sanford C. Bernstein & Co., LLC, based in Nashville, TN. Julia is a Series 7 and Series 63 licensed individual who has been in the industry since June 2017. She has held a Series 7 and Series 63 license since June 2017. Julia is registered to conduct business in California and Maine. She has extensive experience in the financial services industry and is dedicated to providing her clients with the highest level of service.

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ADVISOR BIO

Julia Marie Lynch is a Registered Representative and Investment Advisor Representative associated with Vanguard Advisers, Inc. Julia has been in the securities industry since May 31, 2012 and holds the Series 6, 7, 63, and 66 licenses. Julia is registered to provide investment advisory services in Pennsylvania and Texas. Julia's experience includes providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS