Julia Weaver Email & Phone Number
Managing Director and Family Office Fellow @ Oxford Financial Group, Ltd.
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Julia Weaver Location
- United States
Julia Weaver Work
- 2015 -now Managing Director and Family Office Fellow @
- 2019 -2020 Chief Wealth Planning Officer @
- 2015 -2019 Director, Family Office Services and The Trust Company of Oxford @
- 2011 -2015 Senior Wealth Strategist @
- 2009 -2010 Vice President and Trust Officer @
- 2003 -2008 Attorney at Law @ Julia S. Weaver, Attorney at Law
- 2000 -2003 Attorney @
Julia Weaver Education
- The University of Alabama School of Law
LL.M. (Master of Laws) in Tax (Cum Laude, Taxation)
2014-2017 - Indiana University Robert H. McKinney School of Law
Juris Doctor (J.D.) (Bank Trust Internship – Fiduciary Administration, Federal Court Internship – The Honorable Judge Larry J. McKinney, Indiana Securities Commission Internship, President - Student Division of ABA, Phi Delta Phi Fraternity, Moot Court, Dean's List, Dean’s Tutorial Society – Legal Writing; George O. Dix Legal Writing Competition Award)
1991-1994
Julia Weaver Skills
- Estate Planning
- Estate Administration
- Succession Planning
- Corporate Law
- Trusts
- Finance
- Real Estate Transactions
- Estate Law
- Real Estate
- Personal Trust Administration
- Wealth Management
- Business Exit Planning
- Small Business
- Litigation
- Fiduciary
- Planning
- Sound
- Boundary Disputes
- Estate Tax Planning
- Leases
- Sales
- Wealth Management Services
- Family Law
- Commercial Litigation
- Multifaceted
- Revisions
- Safety Consulting
- Federal Court
- Legal
- Bench
- Dispute Resolution
- Management
- Msn
- Delta
- Wrongful Death
- Transactional
- Employment Matters
- General Practice
- Detail Oriented
- Seminars
- Legal Writing
- Business Services
- Cooperative
- Acquisitions
- Risk Management
- Real Property
- Contract Negotiation
- Personal Injury
- Appeals
- System Monitoring
- Commercial Real Estate
- Probation
- Document Review
- Indiana
- General Practitioner
- Solo
- PEO
- Trials
- Entity Extraction
- Retail
- Wealth Transfer
- Elder Law
- Negotiation
- Business Alignment
- Zoning
- Licensing
- Drafting
- Adverse Possession
- Balancing
- Pipelines
- Contractual Agreements
- Bose
- Bar
- Land Use
- Written Communication
- Risk Tolerance
- Commercial Contracts
- Mediation
- Dentistry
- Means
- Presenter
- Google Groups
- Applied Behavior Analysis
- Trust
- History
- Reviews
- Claim
- Compliance
- Dissolution
- Civil Litigation
- Document Drafting
- Needs Assessment
- Parties
- Decision Making
- Financial Transactions
- Risk
- Problem Solving
- Planners
- Security Agreements
- Philanthropy
- Joint Ventures
- Competition
Julia Weaver Summary
- Julia Weaver, based in United States, is currently a Managing Director and Family Office Fellow at Oxford Financial Group, Ltd.. Julia Weaver brings experience from previous roles at Oxford Financial Group, Ltd., Regions Private Wealth Management and J.P.MORGAN CHASE BANK, N.A.. Julia Weaver holds a 2014 - 2017 LL.M. (Master of Laws) in Tax in Cum Laude, Taxation @ The University of Alabama School of Law. With a robust skill set that includes Estate Planning, Estate Administration, Succession Planning, Corporate Law, Trusts and more. Julia Weaver has 3 emails and 2 mobile phone numbers on RocketReach.
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