Julie Reid, Financial Advisor located in Gilbert, AZ

Financial Advisor
Julie Reid

CFP®, ChFC®, ADPA®
1485 S Higley Rd Suite 103, Gilbert, AZ 85296opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Women Investors
  • Domestic Partner Finances
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • ADPA®

    Accredited Domestic Partnership Advisor™

Personal Interests

  • Golfing
  • Sports Enthusiast
  • Pets
  • Wine Collecting/Enthusiast
  • Running

Team Members

  • Heidi Spicer
    Registered Branch Associate
    AAMS®
  • Kris Sturgis
    Sr. Branch Office Administrator
  • Jessica Campbell Montoya
    Branch Office Administrator
  • Lizeth Perez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(480) 632-1764

Fax

(866) 410-9482

Office Address

1485 S Higley Rd Suite 103
Gilbert, AZ 85296opens in a new window

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