Julie Hamilton

MBA, CFP | Consultant-Wealth Planning Learning Solutions

Julie Hamilton has extensive experience in the financial services industry, having worked directly with clients creating written financial plans and advising them on investments. She designs and delivers courses in financial planning content and software that integrates Conquest financial planning software into the sales process.

Julie’s training draws upon adult education principles and peer interaction to create meaningful connection to product and service offerings. Her experience working directly with clients, understanding of the sales process, and software user situation allows her to create custom training and provide delivery on many wealth management topics.