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Meet Julie

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Julie Moriarty, CLU®, RICP®, CRES®

Financial Advisor/Retirement Planning Specialist


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I began working in the financial industry in 2008 as a Financial Advisor and obtained my Series 7 license. After earning a Bachelor's Degree from Lindenwood University, I started with Edward Jones. In 2009, I transitioned to AXA Advisors (now known as Equitable Advisors), where I work diligently with educators, families, business owners, and corporations to achieve their retirement goals. I have built my business based on strong morale, respect, and trust. My knowledge, ability to listen to clients, and a network of referrals has strengthened my success. I have earned several designations including Chartered Life Underwriter, CLU® along with Retirement Income Certified Professional, RICP®, Certified Retirement Education Specialist CRES®, and Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. My financial focus is primarily the 403(b) marketplace and pension maximization, however I have a vast array of clients who take advantage of other needs such as life insurance, Roth IRAs, long-term care insurance, investment rollovers, and several other financial services that I offer.

I currently have over 1,500 clients and continue to stay active in the community while striving to be a Child of God. I reside in Marthasville, Missouri with my husband and also enjoy yoga, skiing, sporting activities, supporting our Blues and Cardinals, and laughter with friends.

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"A budget is telling your money where to go instead of wondering where it went" -John Maxwell

"Dishonest money dwindles away, but he who gathers money little by little makes it grow" -Proverbs 13:11

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