Julie Wise, Financial Advisor located in Winchester, VA

Financial Advisor
Julie A Wise

1825 Valley Avenue, Winchester, VA 22601opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Personal Interests

  • Camping
  • Car Restoration
  • Canoeing
  • Hiking
  • Motorcycles

Team Members

  • Carrie Stella
    Branch Office Administrator
  • Denise Orsino
    Sr. Branch Office Administrator
    FPQP®
  • Tammy Stokes
    Branch Office Administrator

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(540) 722-2938

Fax

(888) 767-9150

Office Address

1825 Valley Avenue
Winchester, VA 22601opens in a new window

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