Julie Hall, CFP®, MSF

Wealth Advisor

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Julie Hall has over 17 years of experience in wealth management. Julie has served as a lead wealth advisor as well as director of financial planning during her career. As a wealth advisor, Julie feels privileged to listen as clients reveal what they value most in their lives, then work with a team to design a wealth plan specifically around those values. She is a member of the Financial Planning Association and the Financial Therapy Association. Julie obtained the CERTIFIED FINANCIAL PLANNER ™ designation in 2009.

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration (BBA). She later earned a Master’s in Finance (MSF) from Walsh College.

Describe the longest road trip you have been on?

My grandparents spent time taking their grandchildren on summer vacations. They took my cousin Elizabeth and myself on a two week trip out west. After flying to Utah, we drove north to beautiful Alberta, Canada where we intentionally encountered a glacier, and then unintentionally encountered a grizzly bear (and survived to talk about it)! Afterward, we drove south to San Francisco. It was a long drive, but the scenery was breathtaking. My grandparents gave us many wonderful memories that I cherish to this day.

 Describe one thing you loved growing up?

My mother’s home-cooked meals. Once I became a “grown-up,” I learned very quickly how much I appreciated having a Mom that always prepared great meals even when she was busy working herself at times.

What is the biggest lesson you have learned from a client?

Seek to understand, rather than to be understood.

 

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