Julie D. Willis, FPQP®
Senior Client Service Associate
Julie brings many years of varied industry experience to Cizon Group Wealth Management.
She has a passion for providing clients with high-quality service and enjoys getting to know each client by spending the extra time building the relationship.
She holds her Insurance and LTC licenses, Securities Series 7, 63 and 65 registrations with LPL Financial, along with a Financial Paraplanner Qualified Professional Designation. CA Insurance License #0L47929.
While growing up and spending most of her life in South Florida, Julie now calls South Carolina home.
Outside of the office, you can find her participating in any number of outdoor activities, such as boating, hiking, golfing or camping.