About Us

Julie Bartley

Financial Consultant
Phone: 941-365-3643 ext 814
Fax: 941-366-5718

Since joining Equitable Advisors in 1999, I’ve used my expertise in accounting and finance to help families, individuals, and businesses work toward their financial goals.  I listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, I work closely with you and your financial team to prioritize and implement strategies that build value.

Services I offer: 

For Individuals: 

• Retirement Planning and Distribution Strategies for individuals and DROP participants

• Life Insurance Planning

• Disability Income Planning

• Wealth Accumulation, Preservation and Transfer Strategies

• Investment and Asset Allocation Planning 

• Estate Planning Strategies*

• Long Term Care Planning**

• Asset Protection Strategies

• Income Planning 

• Comprehensive Financial Planning 

• Alternative Investment Strategies

For Businesses: 

• Business Continuity and Succession Planning

• Executive & Employee Benefit Strategies

• Key Employee Protection Planning

• Business Life Insurance Strategies

• Qualified Retirement Planning • Estate and Legacy Planning

 

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 

California Insurance License #: 0D69184

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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