Julie Fuller, CFP®, CPA, is a Senior Vice President and Wealth Manager at CAPTRUST, where they have worked since 2022. With a career in wealth management beginning in 1992, Julie co-founded Generations Wealth Management in 2009. Julie holds a Bachelor of Business Administration in accounting from Iowa State University and is dedicated to providing tax-focused, holistic financial services to clients. Previously, Julie has held roles at Deloitte Tax LLP and LWBJ Financial and has actively contributed to various organizations, including serving as Treasurer for Healthy Birth Day, Inc.
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