Julia Bailey

Julia Bailey is a Senior Operations Manager at Creative Planning, where they partner with Wealth Managers and Financial Planners to efficiently manage client accounts. Previously, Julia held the role of Business Manager and External Relations Liaison at the University of Central Missouri, where they facilitated the Forbes Financial Center and educated students on investing and financial concepts. Julia also gained experience as a Financial Representative and Sales Execution Team Associate at Northwestern Mutual, focusing on custom financial plans and sales support. They hold a Bachelor of Business Administration in Finance and Economics from the University of Central Missouri.