Julie Singer (she/her)
Financial Advisor, Raymond James
Julie Singer joined Raymond James as a fourth generation financial advisor in 2015. Impact and intentionality are of paramount importance to Julie when working with clients. She helps individuals, families, and organizations make a difference in their lives, and the lives of others, through their financial plan. She has a special interest in providing Environmental, Social, and Governance (ESG) strategies and charitable gift planning. Dedicated to continuously learning more to better serve her clients’ needs, Julie obtained her Accredited Asset Management Specialist designation in 2016 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018.