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KB Financial Welcomes Julie Straley as Managing Director of Family Office Services

PRINCETON NJ – KB Financial Companies, LLC, a Princeton NJ based Financial Services Organization, is pleased to welcome Julie Straley to lead its Family Office Services division. As Managing Director, Julie will work closely with her KB colleagues and her clients’ external advisors to coordinate financial reporting and bill pay, oversee estate, tax and insurance planning, administer family foundations and facilitate special projects.

Julie has 30 years of experience in wealth planning and advisory services. Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients. Her clients included CEOs of public companies, managers of private equity firms and Silicon Valley billionaires. Julie managed a single family office for 200+ shareholders of one of America’s largest privately held companies for twelve years and was a private banker at PNC for ten years. She started her career as a Bank Examiner for the Treasury Department.

Julie is a Certified Financial PlannerTM who received a B.S. in Accounting from Rutgers School of Business. She is licensed as a life, property and casualty insurance producer, holds Series 7 and 63 securities licenses and has considerable family governance experience.

James Kaplan, CEO of KB Financial said of the recent addition: “Julie’s decision to join our firm further advances our Family Office capabilities so we can more effectively serve our sophisticated, complex clients.”

ABOUT KB FINANCIAL COMPANIES

With roots dating back to 1983, KB Financial Companies, LLC is comprised of a team of highly qualified individuals in financial, tax and estate planning, insurance solutions, wealth management and merchant banking offering a variety of family office services to a diverse client base. We are dedicated to assisting our clients in the pursuit of their goals – whether that means growing and preserving family wealth for future generations or monetizing an interest in a closely-held business. Our integrated approach increases our ability to add significant value for entrepreneurs, high net worth individuals, their family and business interests. KB Financial services clients through offices in Princeton, NJ and Point Pleasant Beach, NJ.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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