Support Team
Client Solutions Specialist & Marketing Coordinator
ABOUT JULIE
Julie serves as the Client Solutions Specialist and Marketing Coordinator at Omni 360 Advisors. As the first point of contact for many clients, she helps individuals and families clarify their goals and understand how the firm can best support them. She ensures clients feel welcomed, informed, and connected to the resources and advisor that best fit their needs.
In her marketing role, Julie supports key initiatives including client appreciation events, educational workshops, digital communications, and outreach campaigns. Her creativity, attention to detail, and strong organizational skills help strengthen the firm’s visibility and deepen its connection with clients and the community.
Julie lives in Pennsylvania with her son. Outside of work, she enjoys reading and spending time with friends and family.
A BRIEF HISTORY
Julie began her professional career in 2005 after earning her Business degree from the Western School of Health and Business. After working in accounts receivable for a medical billing company she became a licensed insurance broker in 2016, assisting families with a wide range of health and life insurance needs, including Medicare.
Seeking to broaden her ability to support clients, Julie obtained her FINRA Series 6 and 63 licenses in 2019. Her background in insurance, client service, and marketing makes her a versatile and valued member of the Omni 360 Advisors team.
LATEST REELS
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Julie is engaged, or continues to be engaged, to provide investment advisory services.
