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Julia Chavez

Julia Chavez

Registered Administrative Assistant

As part of the Edge team, Julia Chavez takes joy in working with clients to hear their stories and help individuals develop strategies for their financial journey. Julia works to help her clients create blueprints for a successful retirement, including selecting products that are the right fit for them.

Educated at Wheaton College with a B.A. in Economics, Julia holds FINRA SIE, Series 7, and Series 63 Securities Licenses.  Julia is also passionate about education, arts and theology and enjoys spending time with her family and friends when she is not working.