"This recognition is a testament to Julie’s unwavering dedication to delivering personalized, comprehensive wealth management advice and exceeding client expectations. We’re proud to support Financial Advisors like Julie with the tools, resources, and platform needed to help you achieve your financial goals.
At Janney, our mission is to achieve the highest standard of success in financial relationships. That mission is reflected every day by advisors who build strong and lasting relationships with clients—relationships built on integrity, experience, and trust. I certainly agree with Forbes that Julie represents the best our profession has to offer." said Kevin Reed, Executive Vice President, President of Private Client Group
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, client retention, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
