Julie Shearman
Service and Operations Associate
Organized and detail-oriented, Julie loves to make to-do lists and document important details to help ensure that client onboarding runs smoothly and their day-to-day needs are met. She is also naturally inquisitive and takes the initiative to question and explore new things out of pure will not necessity.
Julie brings five years of experience in financial client service and administration to The Kelly Group. Her responsibilities cover client interactions and communications, from scheduling client/advisor meetings, to preparing paperwork and correspondence, to assisting with client requests and technology. Clients and team members appreciate not only her attention to detail but also her vibrant personality and her ability to juggle a variety of tasks and projects.
A resident of Bel Air, Julie enjoys traveling, running, yoga, hiking, skiing and spending time with her family and friends.