The Armillary Group of Wells Fargo Advisors

Select Your Role in the QCWIB Community
Member - Woman-Owned Business
Point of Contact:
Julie Jones
Business Summary:

Julie Jones is an experienced Financial Advisor working with high net worth families, executives, successful business owners, and non-profits. Her primary areas of focus are asset management and endowment oversight for large non-profits, as well as cash flow forecasting, portfolio construction, and estate planning for wealthy families and individuals. Julie serves business owners with retirement plan management and business succession planning.

Women Owned Business Supplier Certifications
None of the above