Julie Brown CFP®

Julie Brown, CFP®

Financial Strategist

With over 14 years of experience in the financial services industry, Julie has strong skills in building and managing financial plans and portfolios for her clients. While these technical skills serve as the backbone of her work as a financial strategist, Julie finds the best part of her role is the relationships she enjoys with her clients — getting to know each client and their family, as well as their dreams and goals so she can help them live the life they desire. She is also a member of our Illiquid Assets Specialized Practice Group.

Licensing and Education

· Certified Financial Planner^® Professional
· FINRA Series 6, 63
· Bachelor of Fine Arts, University of Cincinnati

Accomplishments and Honors

Julie graduated summa cum laude from the University of Cincinnati. In her professional career, she is most proud of two accomplishments: dancing as a professional ballerina and earning the Certified Financial Planner® certification. While these two fields are seemingly worlds apart, she says to achieve success in both requires similar characteristics, such as discipline, focus and perseverance. On a personal basis, she is most proud of partnering with her husband Michael to raise their two sons (Camden and Bennett) and watching them grow into great individuals.

Community Involvement

In addition to the regular demands of a busy family, Julie’s free time is spent hiking, playing games, and traveling with her family. She also enjoys volunteering at her kids’ school and other community groups, as well as practicing yoga, reading, and trying new recipes.

Selected Resources

Julie’s Articles

Wealth Management

Social Security Fairness Act: More Money Today, But What About Tomorrow?

The Social Security Fairness Act was signed into law in January 2025. It repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which had previously reduced Social Security benefits for public sector workers receiving pensions from non-Social Security-covered employment. Beginning in April 2025, public servants (teachers, firefighters, police officers) will begin seeing an increase in their monthly benefit payments. Learn more about the possible tax implications of the Social Security Fairness Act.

Investing

Investing During an Election

This was an emotionally charged election season, wasn’t it? Whether you are elated or depressed with the election results, now is an especially important time to make sure you are making investment decisions based on facts rather than emotions.

U.S. presidential elections can cause ripples, and even waves, in the stock market. Like any other event that produces market volatility, changing your investment strategy in response to the political news of the day or the market’s short- term ups and downs have shown to do more harm then good. Here’s a look at how elections impact the market and how
to stay invested for the long-term in spite of short-term volatility.

Wealth Management

New U.S. Law Mandates Reporting of Beneficial Owners

Since 1990, the Financial Crimes Enforcement Network (FinCEN) has been a bureau of the U.S. Department of the Treasury. They are tasked with promoting national security and safeguarding our financial system by combatting financial crimes like money laundering and terrorist financing.

As of January 1, 2024, FinCEN has been given a new responsibility. Under the Corporate Transparency Act of 2021, FinCEN is now collecting required reports from U.S. companies that identify their beneficial owners and detail information. Is your business or entity one that is now required to report beneficial owners? Learn more.

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