ADVISOR BIO

Julie Ann Lynch is a financial advisor with RBC Capital Markets, LLC based in Wellesley Hills, MA. Julie has over 30 years of experience in the financial services industry. Julie is licensed to offer investment advice and securities products in 28 states. Julie specializes in advising individuals, corporations, businesses, employee benefit plans, endowment funds, foundations, family trusts and various capital/operating funds.

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ADVISOR BIO

Julie Marie Tapke is a financial advisor with Robert W. Baird & Co. Inc. Julie has been in the industry since September 21, 2005. Julie specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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ADVISOR BIO

Julie Fisher is a registered representative of RBC Capital Markets, LLC and has been in the industry since July 13, 2004. Julie has an active registration in Florida and has passed the SIE, Series 7 and Series 66 exams. Julie has registered in a number of states and offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.

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ADVISOR BIO

Julie Greenough is an investment advisor representative at Washington Capital Management Inc. located in Seattle, Washington. Julie is registered in Washington, Oregon and California. Julie has been with Washington Capital Management Inc. since November 2014. Julie holds a Series 65 license and has been in the industry for over 8 years. Julie's specializations include portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Julie Asher is a financial advisor with over 15 years of experience in the industry. Julie has been a registered representative with RBC Capital Markets, LLC since January 2019. Prior to that, Julie worked at Morgan Stanley. Julie is a Series 66, Series 7, and Series 10 and Series 9 licensed professional and holds FINRA registrations. Julie's primary focus is on providing financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Julie Qingyang Xing is a financial professional with experience in the financial services industry. Julie has worked at RBC Capital Markets, LLC since August 28, 2023, and previously worked at TD Securities (USA) LLC and Citigroup Global Markets Inc. Julie is registered in California. Julie holds Series 63, Series 79TO, SIE, and Series 52TO licenses.

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ADVISOR BIO

Julie Rose Stirling is an investment advisor representative at Principal Asset Management with over 20 years of experience in the industry. Julie is a registered investment advisor in all 50 states. She has worked in the financial services industry since 1999, and has held positions at Princor Financial Services Corporation and Charles Schwab & Co., Inc. Julie is also a registered principal, having passed the Series 24 exam. She is a highly qualified financial professional with a wealth of experience in the industry. Julie is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Julie Jefferis Abdo is a financial advisor with Stifel, Nicolaus & Company, Inc. based in FORT MYERS, FL. Julie has been in the financial services industry since 2020. Julie has a diverse background in education and finance. Julie holds several professional designations and has a proven track record of success. Julie's commitment to providing excellent service and personalized advice has earned her a reputation as a trusted financial advisor.

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Julie Mary Meyers is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since September 21, 2012. Julie is a Series 66, 57TO, SIE, 3 and 7 licensed representative. She has worked with a wide variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Julie provides financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Julie Mary Perrella is a registered representative of RBC Capital Markets, LLC with over 15 years of experience in the financial services industry. Julie has a strong background in both investment advisory and brokerage services. Prior to joining RBC Capital Markets, LLC, Julie was a Financial Advisor at Goldman, Sachs & Co. and a Financial Advisor at Wells Fargo Brokerage Services, L.L.C. Julie is licensed to conduct business in several states including Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Virginia, Washington and Wisconsin.

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