With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Julie Bartley brings years of experience to the financial professional field as well as having over 30 years experience as a licensed CPA. She has assisted scores of people with education and retirement funding, estate planning as well as other financial services. Ms. Bartley focuses her career in helping individuals and owners of businesses protect their assets, and in planning for retirement accumulation and distribution.
Julie received her Bachelor’s degree from Saginaw Valley State University graduating magna cum laude in 1982. In addition to holding audit and tax preparation positions for local CPA firms, she has held the position of Chief Financial Officer for resort and real estate development companies headquartered in Florida.
Ms. Bartley was born in Saginaw, Michigan in 1960. She has resided with her husband in the Sarasota/Bradenton area since 1982.
Accreditions and Professional Affiliations
· CPA licensed in Florida since 1984
· Member of Florida Institute of Certified Public Accountants
· FINRA Registered Representative: Series 7,63,65
· FINRA Registered Principal: Series 24
My goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and asset preservation services.
Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.
Julie does not perform accountancy services in her role as a financial professional with Equitable Advisors.