Julie Mcfalls
Prior to joining Merrill Lynch Wealth Management, Julie Mcfalls spent 15 years in the financial industry. She spent several years in banking and lending, making the switch to investments in 2008. Her primary focus is on wealth planning, and assisting clients with life transitions. She currently holds her Series 7, 65 and 63 FINRA registrations and Variable Annuities, Life and Health licenses.
Julie was born and raised in Naples, Florida. She obtained her Bachelor's Degree from Hodges University, studying Business Administration and Economics. She enjoys competing in equestrian events, and spending time with her three children.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
