Julie Walker

Julie Walker, CFP®, CPA, CWS®

Sr. Financial Planner
Hunt Valley, MD

Julie Walker is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Hunt Valley, Maryland.

Julie analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

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. She is also a Young Life college leader at the University of Maryland Baltimore County.

Julie resides in Catonsville, MD with her husband, Adam, and son. Together, they enjoy hiking, spending time with family (especially their eight nieces and nephews), and hosting backyard bonfires with friends. In her free time, Julie also enjoys playing the guitar, riding her Peloton, and cheering for the Ravens.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE