Julia M. Randall

JJF_4527Julia is a financial planner with Northstar and provides clients with day-to-day support, enabling them to maintain and modify their plans as situations dictate. A detail-oriented individual, she guides clients through a high level of active communication. Julia believes that consistent monitoring and making timely adjustments is an important part of a successful plan.

Julia earned a bachelor’s degree in communication and English from Temple University. A 17-year veteran of the financial industry, she brings both management experience and hands-on advising knowledge to the Northstar team. She often coordinates with attorneys on complex estate plans and gifting strategies for high level executives. Her goal is to help bring clients confidence and a greater understanding of the financial system.

Julia is an investment advisor representative of Northstar and is currently pursuing her certified financial plannerTM certification. She holds FINRA Series 7, 24, and 66 licenses.

Email: Julia Randall

 

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