When you come to visit us at Glassman Wealth, Julia is likely the first face you’ll see. There’s a good chance you’ll see a book on her desk, or perhaps even in her hands if she’s managed to find time to squeeze in some reading. She’s working her way through the little library we’ve created, a collection of books that our advisors have found thought-provoking and worth the quiet hours that they will consume, and she might even have some recommendations for you.
Julia joined us here at Glassman Wealth because of her optimism and enthusiasm for even the small things. In her role as Director of First Impressions she is here to make you feel welcome, and ensure that the day-to-day tasks of the office run smoothly. Whether it be editing an upcoming blog post, preparing reports for client meetings, or organizing team events, she helps to make sure that our advisors have as much time as possible to devote to our clients.
She is always eager to share with and learn from others, from leading a book club at the local public library to polishing off her rusty Spanish skills. She cares deeply about helping others, and recently became a counselor for the Crisis Text Line, dedicating much of her free time to helping those in crisis. She has loved getting to personally know many of the clients of our firm, and is ecstatic to have the opportunity to grow as a part of the Glassman Wealth Team.
Fun Fact: Julia grew up in Hawaii, and danced hula competitively for 12 years.