Julie is a Vice President of Wealth Management with Stedmark Partners – Janney Montgomery Scott LLC. Prior to joining Stedmark Partners, Julie headed the Tax Operations Department of Janney Montgomery Scott and worked closely with Janney’s CEO as his personal regulatory analyst and liaison to SIFMA (Securities Industry and Financial Markets Association) during his tenure as Chair of the Board of Directors. She continues to be an active member of SIFMA’s Tax Compliance Committee, focusing on the impacts of tax regulations on financial institutions and their clients.
Julie concentrated her studies at Temple University, Beasley School of Law, in tax and trust and estates law and graduated with her J.D. in 2015. She is an active member of the Pennsylvania Bar and was admitted to the bar in both PA and NJ. In her role with Stedmark Partners, Julie will assist clients with retirement planning, as well as broader financial planning and wealth strategies. She also manages our team of financial service professionals, which support our Partners and handle the administrative aspects of our practice.