Growing up, my dad taught me about investing in the stock market. Proceeds from investments made with my savings allowed my husband and I to purchase our first home in Kirkland, WA when I was only 24 years old.
My passion to save and invest led me to want to help others have financial success. The month I graduated from Washington State University, I became a financial advisor in the Seattle area. This year will mark my 31st year as a financial advisor and my 24th year at Edward Jones. I feel privileged to be a meaningful part of my client's lives and enjoy witnessing what their financial security allows them to do for themselves, their families and others in our community.
As an Edward Jones financial advisor, the most important thing to me and my branch office administrators, Heidi and Jennifer, is to understand and help you achieve what's most important to you. We partner with you, through an established process, to create personalized strategies to help you achieve your financial goals. We stay in close contact with you throughout your lifetime to revisit your goals and comfort with risk, as well as the strategies we've developed, to keep you on track.
To request an introductory appointment, please e-mail or call my office and Heidi or Jennifer will set a time for us to meet that is convenient for you.
I earned my CFP® designation in 2005. From 2009 to 2020, I was a regional leader for approximately 70 branch teams in North King and Snohomish Counties and was a principal and general partner of the firm from 2011 to 2020.
My husband, Jamey, and I live in Woodinville, WA. Our son, Jason, is completing his degree in marine biology at Western Washington University. We love to travel, especially to Hawaii. Our home is full of music. I am a classically trained pianist. Jamey plays acoustic and electric guitar, and the ukulele. We are active in our community and enjoy supporting local organizations, especially HopeLink and Children's Hospital.
- Charitable Giving
- Employee Stock Options
- Estate & Legacy Strategies
- LGBT Finances
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Community Outreach
Phone NumberJulie G Battermann at (425) 823-3163
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