Julia Connell, Cfp®

Julia Connell, Cfp® Email and Phone Number

Managing Director at United Capital Financial Advisors @ United Capital Financial Advisors, LLC
Julia Connell, Cfp®'s Location
Washington DC-Baltimore Area, United States
Julia Connell, Cfp®'s Contact Details
About Julia Connell, Cfp®

Julia Connell, Cfp® is a Managing Director at United Capital Financial Advisors at United Capital Financial Advisors, LLC. She possess expertise in asset management, retirement planning, wealth management, financial planning, investment advisory and 14 more skills.

Julia Connell, Cfp®'s Current Company Details
United Capital Financial Advisors, LLC

United Capital Financial Advisors, Llc

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Managing Director at United Capital Financial Advisors
Julia Connell, Cfp® Work Experience Details
  • United Capital Financial Advisors, Llc
    Managing Director
    United Capital Financial Advisors, Llc Feb 2024 - Present
    Winchester, Virginia, United States
    View
  • United Capital Financial Advisors, Llc
    Head Of Office
    United Capital Financial Advisors, Llc Nov 2023 - Present
    Winchester, Virginia, United States
    View
  • United Capital, A Goldman Sachs Company
    Vice President At United Capital, A Goldman Sachs Company
    United Capital, A Goldman Sachs Company Jul 2019 - Nov 2023
    Winchester, Virginia, United States
  • United Capital, A Goldman Sachs Company
    Vice President
    United Capital, A Goldman Sachs Company Jul 2019 - Nov 2023
    Winchester, Virginia, United States
  • Goldman Sachs Personal Financial Management
    Vice President
    Goldman Sachs Personal Financial Management Jul 2019 - Nov 2023
    Winchester, Virginia, United States
  • United Capital Financial Advisers, Llc
    Managing Director
    United Capital Financial Advisers, Llc Apr 2016 - Jul 2019
    Winchester, Va
    View
  • United Capital, A Gold
    Vice President
    United Capital, A Gold Apr 2016 - Jul 2019
    Winchester, Va
  • Hfi Wealth Management
    Executive Vp/Senior Wealth Manager
    Hfi Wealth Management Oct 2003 - Jul 2019
    Winchester, Va
  • Jefferson Memorial Hospital
    Chief Financial Officer
    Jefferson Memorial Hospital 1990 - 2001

Julia Connell, Cfp® 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, Cfp® Education Details

Frequently Asked Questions about Julia Connell, Cfp®

What company does Julia Connell, Cfp® work for?

Julia Connell, Cfp® works for United Capital Financial Advisors, Llc

What is Julia Connell, Cfp®'s role at the current company?

Julia Connell, Cfp®'s current role is Managing Director at United Capital Financial Advisors.

What is Julia Connell, Cfp®'s email address?

Julia Connell, Cfp®'s email address is jc****@****ial.com

What is Julia Connell, Cfp®'s direct phone number?

Julia Connell, Cfp®'s direct phone number is +154055*****

What schools did Julia Connell, Cfp® attend?

Julia Connell, Cfp® attended College For Financial Planning.

What skills is Julia Connell, Cfp® known for?

Julia Connell, Cfp® has skills like 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.

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