Julia Ruth

Manager, Advanced Planning

Julia Ruth is currently the Manager of Advanced Planning at Fidelity Investments, a position they have held since 2026. Prior to this role, Julia worked as an Advanced Planning Associate at Fidelity Investments and completed finance internships at Raymond James and Give-Get in 2022 and 2021, respectively. Julia also served as a Dance Instructor at In The Spotlight Dance Studio from 2019 to 2022 and was a principal dancer in the Off-Broadway show Tappin' Thru Life from 2015 to 2016. They earned a Bachelor of Science in Financial Planning and Wealth Management from the University of Delaware, where they studied from 2019 to 2023.

Location

Chicago, United States

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