Julie joined Badgley Phelps in 2004 and is chief executive officer, director of financial planning, and a wealth manager. She oversees portfolios for high net worth private clients and strives to help clients find the perfect balance between enjoying their money and feeling secure in its longevity and legacy.
“My job is to guide clients to their best financial decisions.”
Julie began her career in the financial services sector in 1997, working as an investment manager with Pacific Capital Consulting, and later with Smith Barney.
A Washington-state native, wife and mother of three, Julie could also medal in TV watching if it were an Olympic sport. When she’s not connecting with clients, cooking or driving her Mom Taxi, Julie is dreaming about visiting Machu Picchu or the Galapagos Islands, or meeting Anderson Cooper.
EDUCATION
- Bachelor of Arts, University of Washington, Seattle, WA
AWARDS
- 2024, 2023, 2022 Barron's Top 100 Women Advisor
- 2022 RIA Intel - Finalist for Financial Advisor of the Year
INVOLVEMENTS
- Member, CFA Institute
- Member, CFA Society Seattle
- Member, CFP® Women's Initiative Advocate
- Member, Financial Planning Association
- Founder, Mothers in Finance
- Troop Leader, Girl Scouts of Western Washington
- Member, University of Washington Department of Economics Visiting Committee
- Mentor, University of Washington Department of Economics