Getting in Financial Shape

Julie has been a financial advisor since 2008 and joined Merrill Lynch in 2011. She helps develop and implement wealth management strategies for clients to help them achieve short- and long-term goals. She is dedicated to helping others and seeing them reach their financial goals using a focused planning process. Her mission is to transform the financial lives of individuals by implementing an effective investment strategy that allows them to lead a financially stress-free lifestyle. Julie’s process focuses on serving individuals who are undergoing a transition in their life; such as divorce, retirement, new career, or have received an inheritance

Julie holds the Chartered Retirement Planning Counselor^SM CRPC® designation, awarded by the College for Financial Planning* She also earned the Certified Divorce Financial Analyst ™ CDFA ® designation, awarded by The Institute of Divorce Financial Analysts™.

Pamela Elaine is an author, speaker, and producer. She is also the mother of four children who, like many mothers, put the wants and needs of others first and ignored her own. As a result, her marriage came to a screeching halt. Determined to bounce back strong from divorce, she learned the key characteristics of a resilient woman, practiced them, and now teaches them to other women. In her new book, Muddy High Heels: 14 Lessons Learned from My Breakdown, Breakup & Breakthrough, she writes about how to overcome barriers that hold women back from their physical, emotional, spiritual and financial beauty. Pamela Elaine is President of her business, Destined for Greatness Enterprises, Inc. She has appeared on several radio and news spots to promote health and well-being for women, including The Dr. Oz Show where she shared her story of building her business as a healthy way to bounce back from divorce. Follow her on Facebook @motivatingmthrs and Twitter @takecareofurslf.