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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.
Highlights
Jan 1 · seniorfinanceadvisor.com
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jun 20 · advisorhub.com
$500M Merrill Team Exits to Start RIA, Broker with $325M Joins LPL ...
Jun 9 · capitalgroup.com
Former $500m Merrill team launches RIA with tru Independence
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Location
New York City Metropolitan Area
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Mutual Connections
See who you know in common with Julie