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Julie Ackerman

Senior Private Wealth Associate

Julie Ackerman is a seasoned professional with a wealth of experience in the financial industry. She currently serves as a Senior Private Wealth Associate at Merrill Lynch, where she provides expert guidance to clients on wealth management strategies. Prior to this role, Julie held the prestigious position of Authorized Officer at UBS, showcasing her strong leadership skills and financial acumen. Her journey in finance began as an Investment Associate at SMITH BARNEY, where she honed her expertise in investments and financial planning.

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Location

New York City Metropolitan Area