Julie is a Client Specialist with Duffy Mathias Private Wealth. She joined former/broker dealer Baird in December 2017, bringing several years of previous professional experience.
Prior to joining her former broker/dealer Baird, Julie served as an Account Executive and Executive Assistant to the CEO. Her extensive professional experience is what ultimately led her to Duffy Mathias Private Wealth.
Julie previously held a Arizona Real Estate License and was certified in Early Child Care Management. She holds her FINRA Series 7 and 66 licenses and recently obtained her WMCP® certification.
Julie moved to Scottsdale from California as a young girl and eventually raised her two sons Chase and Jake here. She loves the outdoors and seeing all the diversities in nature. She supports her local American Legion and believes in honoring those who have served for our country.