Julie Bolton
,
Vice President, Wealth Management Advisor
400 Park Avenue South
Winter Park, FL 32789
407.646.6707
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I develop and implement goals based wealth management strategies for successful professionals, their families and growing businesses. My credentials and experience give me the tools to deliver a well thought out approach that is highly personalized for each client. In an increasingly complex world, it is my goal to make a meaningful impact in my clients lives and make a difference in my community.

I joined Merrill as a financial advisor in 2013 and was previously with Banc of America Securities for 7 years. I have over 20 years experience in the investment banking, real estate, and construction fields. My positions have ranged from managing the administration of construction for over 100 Publix grocery stores, construction of offshore drilling rigs in the Caribbean to financing projects such as 7 World Trade Center and One Bryant Park-Bank of America's headquarters, in New York City, and working in the Mission Control Center onsite at Johnson Space Center.

I am dedicated to inspiring women to achieve professional and entrepreneurial success. I have served on the executive board of the Orlando Chapter of NAWBO (National Association of Women Business Owners) and am an active member of NAWIC (National Association of Women in Construction). I have volunteered for over 20 years as a coach of at-risk and special needs youth cheerleaders, and believe in the lessons sports teach about the passion and effort it takes to succeed.

About Me
Welcome

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.

Meet Our Professional Staff
Dhanesh Tiwari
Registered Senior Wealth Management Client Associate
407.646.6772
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tamika L Johnson
Wealth Management Banking Specialist
Merrill
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Julie Bolton is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, WA, WV.