Julie Thomas Sward

Moneta Group Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually since 2012, Julie uses her expertise and significant experience to lead her clients towards a successful financial future.

Julie received her B.S. Accountancy, summa cum laude, from the University of Missouri and J.D. from The University of Texas. She also attended University College London Faculty of Laws.