Julie Johnson is a former Certified Investment Management Analyst (CIMA), Certified Financial Planner professional (CFP®), and Senior Vice-President with UBS. She is a three-times Barron’s award winner, and now Julie has devoted her career to speaking at conferences. She works individually with advisors and managers and is focused on the power of solutions that bring people together. This connection builds trust, creates connections, drives engagement, and increases loyalty. She teaches business and relationship development to financial planners.
The Ledger · Instructor
Julie Johnson
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Rates, fees, eligibility, and product availability can change. This article is educational and is not a promise of approval or individualized financial advice. Review the lender or provider’s current disclosure before applying.
