Julie joined Raymond James Financial Services in 2018, where she became licensed as a Registered Principal.  In her 25+ years of industry related experience, Julie has held multiple roles – Administrative Assistant, Financial Advisor, Branch Operations Manager – which ultimately led to her role as Chief Operations Officer of Noble Wealth Partners, Inc (in 2023 if necessary).   With her extensive background in strategic operations, she plays a pivotal role in driving operational excellence and overseeing the day-to-day functions of the company.

Over the last five years, Julie has worked extensively with many Raymond James departments, including New Accounts, Account Transfers, and the ACH team.  Clients are they key component of our business, and Julie makes it a priority to make sure those needs are met.  In 2018, she led her teams successful transition to Raymond James, and since then has helped over 20 advisors efficiently do the same.  She has keen awareness in streamline processes and uses her skillset to help others optimize resources and improve efficiencies. 

As a results-oriented professional, Julie is dedicated to fostering a high-performance culture within the organization. She is known for building and leading top-performing teams, empowering employees to reach their full potential and achieve exceptional outcomes.  Julie embraces new technologies and methodologies to stay ahead in the ever-evolving business landscape.

Adept at navigating challenges and overcoming obstacles, Julie thrives in dynamic environments, and her decisive decision-making has earned her a reputation for being a trusted and invaluable asset to the company's executive leadership.  She is a collaborative team player with exceptional communication skills, committed to driving success and making a positive impact.

In her spare time, Julie enjoys traveling with her husband and four children, and rooting for the Buffalo Bills.