Edward Jones Welcomes Experienced Financial Advisor

Edward Jones is pleased to welcome the return of Financial Advisor Julie Wise to the firm. With more than 11 years of experience in the financial industry, three being from her past role at Edward Jones, Wise will continue to serve clients with comprehensive planning and advice in Winchester, Virginia.

Wise, who previously was on a team that managed more than $300 million in client assets, will utilize Edward Jones’ digital initiatives and virtual business enablement tools to help support clients.

“Edward Jones is where I found a real passion for the investment and financial services industry more than a decade ago,” said Wise. “I’m impressed with the firm’s robust tools and resources, and, as always, Edward Jones’ continued dedication to improving the lives of its clients – something I’m very passionate about. I’m excited to come back ‘home’ to Edward Jones where it all began.”

Wise’s focus will be on delivering comprehensive financial strategies to clients by developing strategies to help them achieve their goals. Her efforts will be complemented by Edward Jones’ commitment to technology and innovation, as well as the firm’s focus on providing financial advisors cutting-edge resources that enable financial advisors’ greater flexibility and growth opportunity.

Previously, Wise served as a Financial Advisor at Wells Fargo Advisors for more than eight years. Prior to that, she began her career in financial services as a Branch Office Administrator at Edward Jones after spending more than 20 years in the real estate and mortgage industries.

Wise will be joined by Branch Office Administrators Karis Holnagel Frey and Denise Orsino, who together have spent more than 14 years with the firm. Additionally, Edward Jones has thousands of people and advanced technology supporting Wise’s efforts.

If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.