Client Experience Manager
Julie joined the 37 Wealth team in 2015 and we feel is well-suited for her role as a primary client contact point. All clients interact with Julie and she makes it her goal to get to know them personally and be uniquely helpful to each. She’s integral in the team’s client appreciation and event planning activities as well as working with vendors, coordinating appointments, preparing documents for meetings, and supporting advisors as needed. She’s a 1994 graduate of the University of Nebraska-Lincoln where she earned a bachelor’s degree in business administration. She and husband Cory have two children.
Waddell & Reed is not affiliated with any other organizations referenced herein.
Julie Weller acts as a non-registered associated person of Waddell & Reed. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed or otherwise bind the firm. 01/19