Julie Shiles
Senior Registered Client Associate
Julie Shiles started her career in the Financial Services industry in 1998 at Charles Schwab in San Francisco. She worked for the flagship San Francisco Branch as the front end manager and quickly advanced to the position of a Project Manager for the Western Division of their Retail Branch Offices.
Family life relocated Julie and her husband to the Sacramento area where she worked as the Operations Manager at A.G. Edwards in the Roseville office before moving to Morgan Stanley in 2007. It was at Morgan Stanley that Julie began her working relationship with the Sullivan Wealth Management Group. Julie focuses on providing clients seamless service in meeting their operational needs.
Julie earned a Bachelor of Science degree in Finance from Santa Clara University in 1998. Julie also holds her Series 7 and 66 licenses since 2003 and obtained her Series 9 and 10 licenses in 2016.
Julie is a Notary Public and provides notary services at no cost to our Sullivan Wealth Management Group clients.
