Julie Montgomery
Senior Relationship Manager

Request an Appointment | Contact Me | (214) 387-2559

Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.

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