Julie Wilkinson is a Senior Client Service Associate with Hebert Wealth Advisors. Her business degree in Management and Marketing has allowed her to follow a career assisting others on their financial journey. Working in the financial advisory industry since 2017, she prides herself on providing clients with a warm and caring experience.
Having worked for Amy at her previous firm, Julie is delighted to reconnect since gaining industry knowledge and experience while working directly for Cetera Financial Group. During her time with Cetera, she aided top advisors nationwide and was a founding member of the Cetera League of Excellence. Julie is also part of the Cetera Women’s Impact Network, which focuses on empowering, developing, and inspiring women in finance. She is excited to help clients turn financial aspirations into reality, guided by values that bring a better quality of life to those HWA serves.
Julie feels that growing with the families Hebert Wealth Advisors has served over the years since her employment with J.F. Lehman Investment Services, is an honor and privilege, where many of them have come to feel like extended family. She is passionate about supporting clients through major life events, including the birth of a new child, and setting up a 529 plan, or helping raise cash to purchase a new house, as well as being able to provide comfort, and ease financial stress when a loved one passes away.
Having worked for a few family businesses, as well as a couple Fortune 500 Companies, including Dow Chemical and Leprino Foods, Julie loves that she and Amy are able to provide customers with the red-carpet experience of a large business while creating that personal connection.
In addition to supporting HWA’s core ideals of investing in a better future for their clients, Julie looks forward to continuing philanthropic endeavors including Adopt A Family, volunteering through Cancer Services, disaster relief fund raisers, and Rock the Street, Wall Street. As a metastatic breast cancer survivor, she is blessed to have a strong support network, has taken time to slow down and enjoy the sunshine on her face, and most importantly recognizes the value in giving back to the community, especially when others are in need.
Julie resides in Midland with her husband and their two Boston Terriers. She is very close with her nieces and nephews and loves spending time with them. In her spare time, you can catch Julie listening to a vast array of music, tuning in to a true crime podcast, or picking rocks on one of the Great Lakes.