Julie Bucaro Email & Phone Number
Partner and Director of Client Service @ BDF
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Julie Bucaro Location
- Itasca, IL, US
Julie Bucaro Work
- Partner, Wealth Advisor @ (July 2023 - Present)
- Partner and Director of Client Service @ (August 2020 - Present)
- Partner, Wealth Advisor and Client Service Director @ (October 2022 - July 2023)
- Partner and Director of Client Service @ (December 2021 - July 2023)
- Director of Client Service @ (August 2020 - July 2023)
- Principal @ (September 2005 - August 2020)
- Senior Financial Planner @ (July 2002 - September 2005)
- Registered Representative @ (July 2000 - June 2002)
Julie Bucaro Education
- Washington U
Julie Bucaro Skills
- Wealth Management
- Special Needs Planning
- 529 Plans
- Estate Planning
- Retirement Planning
- Risk Management
- Investments
- Trusts
Julie Bucaro Summary
- Julie Bucaro, based in Itasca, IL, US, is currently a Partner and Director of Client Service at BDF LLC. Julie Bucaro brings experience from previous roles at Corient and CI BDF Private Wealth. Julie Bucaro holds a Washington U. With a robust skill set that includes Wealth Management, Special Needs Planning, 529 Plans, Estate Planning, Retirement Planning and more. Julie Bucaro has 2 emails and 1 mobile phone numbers on RocketReach.
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