Client Services Specialist - Wealth Management
Julie joined Bond&Devick in July 2023 as their Client Services Specialist on the Wealth Management Team. She assists advisors and the wealth management team with preparing for client meetings and servicing client accounts. Julie came to B&D with 5 years of experience of client servicing in the financial advisory industry.
Julie graduated with a degree in Business Administration from Metropolitan State University in St. Paul, MN.
In her free time, Julie enjoys watching movies, traveling, and spending time with her family and is an editor for the Moua Wangtzu LLC, Astrology & Astronomy Fengshui Institution. She grew up in St. Paul and currently lives in Shoreview with her husband, Dr. Wangtzu and their six children Athena, Yenghoua, Richard, Alena, Alisa, and James.