Client Services Manager
Julie is part of the Client Relations Team at Gerber Kawasaki. She is responsible for a smooth transition of establishing new accounts, facilitating transfer of assets, and the movement of money.
Julie is originally from Michigan and attended Michigan State University where she earned a BA in Advertising Management (proud Spartan). While at MSU, she studied abroad in Rome, Italy and Hikone, Japan. After receiving her BA, she worked for a LPL financial advisor in Michigan for 5 years before relocating to California to join Gerber Kawasaki. She now resides in West Los Angeles, California.
Julie is Series 7 licensed with LPL Financial and 66 licensed with LPL and Gerber Kawasaki.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Gerber Kawasaki, a registered investment advisor and separate entity from LPL Financial.