skip to Main Content

LinkedIn |

Julie specializes in helping successful individuals with legacy-driven mindsets fulfill their goals. She is committed to delivering individualized, fully integrated, financial solutions that save clients time and money while providing security and peace of mind. As manager of KB Financial’s Family Office Division, Julie works 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 Planner™ 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. She is an online mentor teaching at-risk teens the skills necessary to achieve financial independence.

Not Finding What You’re Looking For?

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


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

    © Copyright 2021. All Rights Reserved.

    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

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

    Back To Top