Julia Connell Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Julia Connell Location
- Washington, DC, US
Julia Connell Work
- Managing Director @ (February 2024 - Present)
- Head of Office @ (November 2023 - Present)
- Vice President at United Capital, a Goldman Sachs Company @ United Capital, A Goldman Sachs Company (July 2019 - November 2023)
- Vice President @ United Capital, A Goldman Sachs Company (July 2019 - November 2023)
- Vice President @ United Capital, A Goldman Sachs Company (April 2016 - July 2019)
- Managing Director @ (April 2016 - July 2019)
- Executive VP and Senior Wealth Manager @ HFI Wealth Management (October 2003 - July 2019)
- Chief Financial Officer @ Jefferson Memorial Hospital (January 1990 - January 2001)
Julia Connell Education
- College for Financial Planning
MSFP (Financial Planning)
2007-2009
Julia Connell Skills
- Asset Management
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Advisory
- Retirement Income Strategies
- Asset Allocation
- Comprehensive Wealth Management
- Wealth
- Investments
- Investment Strategies
- High Net Worth Individuals
- Wealth Accumulation
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Retirement
- Estate Planning
- Financial Advisory
Julia Connell Summary
- Julia Connell, based in Washington, DC, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Julia Connell brings experience from previous roles at United Capital Financial Advisors, LLC and United Capital, A Goldman Sachs Company. Julia Connell holds a 2007 - 2009 MSFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Management, Retirement Planning, Wealth Management, Financial Planning, Investment Advisory and more. Julia Connell has 2 emails and 2 mobile phone numbers on RocketReach.
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Julia Connell
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