Blue Trust
Julie Walker, CFP® CPA, CKA® has a strong background in accounting and finance, with experience in companies like Blue Trust, PwC, and PNC. Julie currently holds the title of Senior Financial Planner at Blue Trust, where Julie helps clients make wise financial decisions to leave a lasting legacy. With their education from Grove City College, Julie is well-equipped to provide comprehensive financial services and objective advice to clients nationwide.
This person is not in any offices
Blue Trust
2 followers
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/