Savvy Ladies Volunteers

Julie Johnson

Volunteer’s Bio

Julie Johnson was a Senior Vice President with Morgan Stanley and UBS from 1996-2011. Due to severe health issues, she had to retire from being an advisor, but is now back, having obtained her Behavioral Finance Certification. She has studied with Brene Brown and also is an advocate for those experiencing harassment or bias in the workplace. Julie is an authority on families and finance, given her extensive experience and study of the different generations and genders and how they view money differently.

Areas of Expertise (as specified by volunteer)