Friendly. Knowledgeable. A Good Listener.
Julie Scott is a financial advisor currently working virtually for branches in Hanna, Oyen, Castor, Coronation, and Consort. She has her Qualified Associate Financial Planner (QAFP™) and Wealth Management Essentials (WME®) designations.
Here for the long run
Julie believes ATB Wealth’s modest size allows its employees to get to know you well, and thus provide comprehensive solutions. She particularly enjoys working with young couples and starting them on the right path for their financial journey. Knowing that trust and transparency are key features of the client relationship, Julie likes to explain concepts using terms you will understand.
Julie enjoys hiking, golfing and reading. All of these are better yet, if there is an ocean close by.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: