Julie Finney, CFP®, CRPC®, FLMISENIOR WEALTH MANAGER
Julie Finney is a Senior Wealth Manager with United Capital Financial Advisers, LLC. and a Registered Representative with Cetera Advisor Networks LLC. Julie has been in the financial services business for more than 30 years and believes that financial planning is a dynamic and continual process. Her goal is to coordinate all the pieces of clients' financial lives, enhance their current planning and coordinate with trusted advisers in all aspects of their lives. For this reason, Julie believes that managing risk and goal-driven investment decisions can be formulas for success.
Julie earned the CFP® certification in 1992 and the Charter Retirement Planning Counselor (CRPC®). She currently holds Series 7 and Series 66 securities registrations, State of Maryland Producer Life & Health, Property & Casualty and Variable Life Insurance licenses.
Julie enhances her professionalism by her involvement in the Financial Planning Association of Maryland, Society of Financial Services Professionals, and the Maryland Institute College of Art Planned Giving Advisory Council. In her spare time Julie enjoys traveling to her beach house in Ocean City, supporting her husband’s passion in playing in a local rock band called “Gram Positive Band” as well as in his Towson-based dental practice, gardening, reading, taking part in a long-standing culinary group and spending time with family and friends.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.