Julianna is a Senior Financial Advisor with 18 years of experience currently serving the Downtown Indianapolis, Greenwood, and Franklin markets. Whether her clients are looking to grow their personal wealth or protect it, Julianna helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, Julianna received her Bachelor of Science degree in Finance from Indiana University. She is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with her life, health, and annuities insurance licenses.
Julianna lives in Indianapolis. She is married with two children and enjoys spending time with family, reading, and volunteering.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.