Julia is the Chief Operations Officer and Head of Business Development for Walser Wealth. She received her bachelor’s degree from the University of South Florida and has her FL-215 Health & Life (Including Annuities & Variable Contracts) license. Julia uses her degree and expertise to help craft policies, procedures and messages that align with the Firm’s philosophy and strategies but more importantly, the clients we serve. She has seen how proper financial planning can impact clients’ lives and loves being able to help scale the Firm to allow us to help more and more individuals and families. Julia entered the industry in an entry level position and quickly worked her way up and now oversees all operations and business development for Walser Wealth Management.

Julia is an avid advocate for women and children, continued Criminal Justice Reform on the federal and state level and loves spending her time giving back to the community through various organizations – especially animal welfare groups. Julia is a member of the Junior League of Tampa, NAIFA Tampa and a proud USF Alumni.