Prior to joining Raymond Wesley in 2012, Julie was employed for thirty two (32) years by a major drug and retail concern in Southern California. Before assuming her role as the administrative assistant to senior management, Julie obtained a breadth of experience in many aspects of the business, including but not limited to: accounting; auditing; as well as developing price and advertisement strategies.
Beyond assisting the firm’s advisors, Julie oversees office operations, addressing a diverse range of client needs from coordinating new business and account transfers, to handling client inquiries. Julie came to Raymond Wesley with a well established reputation for providing superior client service. Her cheery attitude permeates every interaction with clients, vendors and advisors.
Julie and her husband have been married for 33 years and have two children and two grandchildren. Julie enjoys entertaining, exercising, gardening, reading and doing home improvement projects.