Julie Willard is a Financial Advisor whose focus is the client’s voice. She makes sure that your vision remains the priority, collaborating and listening every step of the way. Julie helps orchestrate your financial advisor team by spearheading the financial planning process and working in conjunction with Alan to develop and implement investment strategies and solutions. Additionally Julie is charged with the teams business development, client communications, and marketing. Julie believes client education and advocacy is vital throughout the journey.
Julie has 18 years of experience in the wealth management industry. She began her career at First Union and worked at UBS, and Oppenheimer & Co before transitioning to Baird. Prior to being an advisor, Julie was a Director of Sales and Marketing in Telluride, Colorado. She graduated from Appalachian State University with a Bachelors of Science in Communication. Active in the community, Julie invests time volunteering and serving on boards such as NC Stage Company, the PTO Board of Claxton Elementary School, and the Asheville Affiliates- when she's not spending time with her three amazing children. Together they adventure in Asheville’s beautiful community as outdoor enthusiasts who enjoy skiing, camping, hiking, and kayaking ….to name a few!