Broker Check
Julie   Bartley

Julie Bartley

Financial Advisor

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 Management, Preservation and Transfer Strategies • Investment and Asset Allocation Strategies • Estate Planning Strategies* • Long Term Care Planning Strategies** • Income Strategies • 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 Strategies