Julie D. Willis, FPQP^®

Julie brings many years of varied industry experience to her role as a Senior Client Service Associate at Cizon Group Wealth Management of LPL Financial. 

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 license, Securities Series 7, 63 and 65 registrations with LPL Financial, along with a Financial Paraplanner Qualified Professional Designation.

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.