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Julie M. Innes

Associate Director , Client Service

Julie M. Innes is a highly accomplished Client Service Specialist with a strong track record of successfully supporting Wealth Management Advisors to achieve their business objectives.

During her career, she has held key roles at renowned financial organizations including as Associate Director of Client Service at Sequoia Financial Group, Group Director/Senior Administrative Assistant at Morgan Stanley, and Registered Senior Associate at Merrill Lynch.

Julie's unwavering commitment to building and maintaining client relationships has been a consistent theme throughout her professional journey, making her a valued asset in the financial services industry.

Julie M. Innes
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Location

Troy, Michigan, United States