
Julie Roy
Director of Financial Planning and Wealth Manager
Badgley Phelps Wealth Managers
United States, Washington, Seattle
About Me
Julie joined Badgley Phelps in 2004 and is director of financial planning and a wealth manager. She oversees portfolios for high net worth private clients and strives to help clients find the perfect balance between enjoying their money and feeling secure in its longevity and legacy.
Profile Information
Director of Financial Planning and Wealth Manager
Badgley Phelps Wealth Managers
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Seattle
Washington
United States
May 16, 2024
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