Based in the Jackson office, Julia supports the Mackie & Waller Wealth Management team located in Town & Country. She is a key resource in account opening and maintenance, compliance support, and client relationship management. Julia is passionate about helping advisors operate efficiently so they can focus on delivering thoughtful, high-quality guidance to clients. Julia works closely with advisors to support client planning needs and gain deeper exposure to portfolio management and the advisory process.
Julia earned her bachelor’s degree from Southeast Missouri State University in 2014. She began her career in 2015 at Merrill Lynch, where she developed a strong foundation in wealth management client service. Since then, her industry knowledge and responsibilities have continued to grow.
Outside the office, Julia’s favorite role is mom. She spends most of her time with her husband and their three children.
