Julia Stuart

Julia Stuart is a seasoned financial services professional with extensive experience in operations and client services. Currently serving as Chief Operating Officer and Director of Asset Management Operations at Retirement Planners of America since April 2018, Julia has a track record of providing comprehensive financial and retirement planning. Prior to this role, Julia held positions including Director of Private Client Services at JarvisTower, where customized financial solutions were developed for complex client needs, and Manager of Employee Experience at OneSource Virtual, focusing on enhancing employee engagement and corporate culture. Julia's background includes leadership roles in sales and client advisory at MetLife, PrimeVest Partners, Citi, UBS, and Smith Barney, demonstrating a consistent commitment to client relationships and operational excellence throughout a diverse career spanning several decades.