Julie Moriarty, CLU®, RICP®, CRES®
Financial Advisor/Retirement Planning Specialist
Click Here to Schedule a Virtual Appointment
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.
Thank you for visiting my site!
Click Here to View an Informational Video Regarding My Services
"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