Julia is the newest member of the Phillips Financial team, joining in September of 2018.
Julia supports all operational activities while also spearheading the team’s business development efforts. She is an outstanding problem-solver who continuously seeks innovative ways in which to streamline processes, improve team efficiency, and enhance the overall client experience.
An Auburn University graduate with a B.S. degree in Zoology, her career took an unconventional turn when she entered the financial services industry with Credit Suisse in 2015. After obtaining her Series 7 & 66 licenses, Julia supported a team of advisors at JP Morgan Securities in Atlanta, GA managing just under $1 billion in assets. In her previous role she gained a wealth of experience in account opening, asset movements, daily trading, and other administrative activities for the team’s high net worth clients.
Julia recently moved to Starkville, MS with her husband and her cat, Smee. Outside of work, she enjoys attending Mississippi State sporting events, hiking, traveling, and spending time with friends and family.