Julie Brown

Client Services Associate

Julie is a Client Services Associate with Walser Wealth. She has been with the Firm since 2016. She strives to achieve exceptional customer service and enjoys talking with clients to build relationships. She also assists with new business paperwork and ensures a smooth transition for clients who join the Walser Wealth Family. She also holds her Florida 2-15 Life, Health, and Annuity License. In her spare time, Julie enjoys spending time with her husband and son, traveling, fishing, and going to the beach.

  • FL 2-15
  • Notary

Newsletter Signup

Sign up to get exclusive financial insights and updates from Walser Wealth delivered directly to your inbox.

Schedule a Consultation

Reach out today to begin your journey toward financial clarity with a complimentary consultation and tailored portfolio analysis.

  • Personalized Wealth Management
  • Trusted By Top News Outlets
  • Forward-Thinking Financial Insights
  • Large Firm Resources, Boutique Service

Have a Question? Email Us

"*" indicates required fields

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.