Description: Located in Lakewood Ranch, FL providing wealth management, financial and retirement planning services.
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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.