Julie Wood serves as an administrative coordinator and receptionist in our Charleston, WV office. In that role, she handles all administrative work
for client accounts and processing service requests, as well as serves as office ambassador, greeting clients and visitors. She is also a member of our Illiquid Assets Specialized Practice Group.
Licensing and Education
- Financial Paraplanner Qualified Professional™ (FPQP®)
Accomplishments and Honors
Prior to joining McKinley Carter, Julie worked as a Senior Account Representative for Fireman’s Insurance Co. and as a Special Education Secretary for Valley View School District (Illinois).
Community Involvement
A native Chicagoan, Julie and her family moved from Illinois to Charleston in summer 2021. Their daughter is currently enrolled at West Virginia University in Morgantown. A self-described "craft junkie," Julie enjoys all things crafting, while also being a student of American Sign Language.