Julie Johnson
Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices and ultra HNW individuals, to UBS in the Fall of 2007, and then came 2008….. Julie was named SVP with UBS, her team received Barron’s top advisor and top team awards during her tenure. On multiple occasions, she was invited to speak at national conferences and consult on practice management, sales and business development as well as relationship management. In 2016 Julie received her Behavioral Finance Certification and began her career as a full time certified coach, consultant, public speaker and author. She was engaged to consult with management, advisors and teams, and speak at such esteemed national conferences as Barron’s and Fidelity, as well as several regional conferences, both in person and virtually with FPA, Forbes, Morgan Stanley, Wealth Management, UBS, Ameriprise, BNY Mellon, just to name a few.
