Office: (800) 433-1828, ext. 182
Cell: (215) 779-3279
As a Financial Advisor with Kades-Margolis Corporation, Julie works with employees of public education and their families. She helps clients establish customized retirement plans leading toward building wealth and achieving financial independence. She also helps clients understand the benefits of their pension and how it integrates with their other investments to create a comprehensive plan for retirement.
Julie specializes in 403(b) retirement plans, Individual Retirement Accounts (IRAs), investment planning, college savings plans, life and long term care insurance. She has been a member of the Kades-Margolis Corporation team since 2014. Since 1974 Pennsylvania State Education Association (PSEA) has endorsed Kades-Margolis Corporation as the exclusive marketer of tax-shelter retirement planning and investment products and services.
Julie has earned a Bachelor of Arts from the University of Maryland. She is a Financial Advisor and Investment Advisory Representative of GWN Securities, Inc., an independent registered broker-dealer. Julie is professionally licensed to offer mutual funds, managed advisory accounts, variable annuities, fixed annuities, life, health and long term care insurance.
In her leisure time, Julie enjoys playing soccer, running and watching the Philadelphia Flyers and Phillies.