Julie Bucaro, CFP®, CTFA, currently serves as a Partner and Wealth Advisor at Corient, a leading integrated RIA in the United States, since August 2023. Prior to this role, Julie held various positions over an 18-year tenure at CI BDF Private Wealth, including Partner, Wealth Advisor, Client Service Director, and Principal. Earlier experience includes serving as a Senior Financial Planner at Ehlert Financial Group, Inc., and as a Registered Representative at Charles Schwab & Co., Inc. Julie Bucaro is an alumnus of Washington University in St. Louis.
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