Regional Manager, New England | Wells Fargo Advisors
ulie has 15 years of financial services experience. Currently, Julie serves as the Regional Manager on the New England Regional Team. In this role, Julie is responsible for executing on WFA’s strategic priorities. These priorities include training new Financial Advisors through our Next Generation Talent program, growing our High Net Worth business by connecting Financial Advisors to capabilities across the Enterprise, and overseeing the Bank Branch Financial Advisor channel for the Region. In addition, she manages New England’s Diversity and Inclusion efforts for WFA. Prior to her current role, Julie was a Productivity Consultant covering the FiNet Business Owners in the Northeast Region where she was responsible for educating and training Independent Financial Advisor Business Owners on the Advisory and Investment products available at WFA and helped increase the understanding of Full Balance Sheet solutions available at the firm. In addition, she helped promote the firm’s planning based culture across the Region. Her Wells Fargo career began at Wells Fargo Asset Management where she was responsible for positioning product solutions to wire house Financial Advisors. Julie also spent a number of years at Fidelity Investments working in a similar capacity. She started her finance career at A.G. Edwards and Sons, Inc. as a Sales Assistant in Boston, MA.
A native of New England, Julie attended Bryant University in Rhode Island where she earned her bachelor’s degree in Finance. She then went on to earn an MBA from the Isenberg School of Management at the University of Massachusetts- Amherst. She currently holds her FINRA Series 7, 9, 10 and 66 registrations.
In her free time, Julie enjoys skiing, traveling and cooking. She also dedicates time to volunteering in her community. She and her family reside in Massachusetts.