Julie Walker is an associate advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Hunt Valley, Maryland.
As a CERTIFIED FINANCIAL PLANNER® certificant, Julie provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. She oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Julie supports investment management through reviews, rebalancing, and reporting. Committed to excellence, she fosters strong client relationships and actively contributes to the team’s growth.
Before joining Blue Trust, Julie worked for PricewaterhouseCoopers (PwC) where she led and managed recruiting initiatives at universities in the Mid-Atlantic region. While at PwC, she also spent two years in the assurance practice auditing the financial statements of investment companies headquartered in the Baltimore area.
Julie earned her degrees in accounting and finance from Grove City College, where she graduated summa cum laude. She was also awarded Senior Woman of the Year in 2013.
Active in the community, Julie is a member of her local church, where she serves on the benevolence team and finance committee and leads a life group with her husband.
Julie resides in Catonsville, MD, with her husband, Adam, and their two children. Together, they enjoy hiking, spending time with family (especially their eleven nieces and nephews), and hosting backyard bonfires with friends. In her free time, Julie also enjoys playing the guitar, taking Orange Theory workout classes, and cheering for the Ravens.
