Julie Simpson

Julie Simpson

Administrative Assistant

Julie, a valuable asset to our team, comes with a profound background in healthcare and an unwavering commitment to financial excellence. She transitioned back into the financial world in 2023, bringing a unique perspective and a wealth of experience to our team. Her dedication to precision, honed in the healthcare sector, has seamlessly translated into her role as a meticulous financial advising assistant. 

In her time with us, Julie has made a remarkable impact, contributing to the success of our clients and embodying our commitment to financial well-being. Known for her meticulous attention to detail, she ensures that no financial stone is left unturned. This commitment to precision and accuracy makes her a reliable team member for clients seeking a thorough approach. 

Beyond the financial realm, Julie is a proud parent to a daughter attending the University of Florida and a dedicated pet lover. This has given her a nurturing spirit that extends from professional to personal life. Go Gators!