Julia M. Connell, CFP®, MBA, MSFP, MPAS℠MANAGING DIRECTOR
Julia Connell, Managing Director of the United Capital team in Northern Shenandoah Valley began her career in the financial services industry by working as the Chief Financial Officer for Jefferson Memorial Hospital. She also worked as a financial consultant to the healthcare industry and has extensive knowledge of medical practices in the area of financial management. Julia joined Hoxton Financial and continued with HFI Wealth Management as partner and senior wealth adviser.
Julia is a graduate of Shepherd University with a Bachelor’s Degree in Business Administration with a concentration in Accounting. She earned her Master’s Degree in Business Administration from West Virginia University. Julia is a Certified Financial Planner™ and holds a Master’s Degree Financial Planning from the College for Financial Planning in Denver where she also completed the Certified Financial Planner Professional Education Program.
As a Managing Director and financial planner, Julia works with clients to bring understanding and discipline to the financial choices people make in their everyday lives.