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Julie Knight

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Julie Knight

Assistant to the Managing Director | Janney Montgomery Scott LLC

North Carolina, Raleigh, United States

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Julie Knight

Summary

Julie Knight is a seasoned Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional based in Allentown, Pennsylvania. With a robust background in wealth management, she specializes in guiding individuals and families through complex financial landscapes. Her expertise encompasses a broad spectrum of services including retirement income planning, investment portfolio management, and estate planning. Julie's commitment to educating clients sets her apart, as she aims to empower them to make informed financial and life decisions. Her previous roles at prestigious firms like Morgan Stanley and Daimler Chrysler have honed her skills in both sales and project management. An advocate for financial literacy, she believes in building goal-based plans that navigate the financial challenges of life. Julie's diverse experience across various industries enriches her approach to financial planning, ensuring that her clients receive tailored strategies that meet their unique needs.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Julie Knight

Work Experience

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First Vice President / Wealth Management, Financial Advisor at

Janney Montgomery Scott LLC

April 2019 - Present

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Julie Knight

Education

The University of Melbourne, Master of Business Administration, Strategy and Economics

January 2006 - January 2007

The American College of Financial Services, CERTIFIED FINANCIAL PLANNER™ Certificate Curriculum

January 2011 - January 2014

University of North Florida, Bachelor of Business Administration, Marketing

January 1999 - January 2001

Frequently Asked Questions about Julie Knight

What is Julie Knight email address?

Julie Knight's primary email address is *****@janney.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Julie Knight work for?

Julie Knight is a Assistant to the Managing Director at Janney Montgomery Scott LLC.

Where Julie Knight graduated from?

Julie Knight holds a degree in • 16 week exchange at the Indian School of Business in Hyderabad, India University of Melbourne No. 1 Australian University, No. 32 worldwide (The Times Higher Education Rankings, 2018) MBA No. 04 globally for Marketing (Financial Times, 2019) No. 61 globally (Financial Times, 2019) No. 42 globally for Entrepreneurship (Financial Times, 2018) No. 23 globally (The Economist ‘Which MBA?’, 2018)​ No. 34 globally (QS World University Rankings, 2018) from The University of Melbourne.

How can I directly contact Julie Knight?

To contact Julie Knight directly, you can use the email address *****@janney.com. Complete contact information is available upon registration with Muraena.

Who is Julie Knight?

Julie Knight is a seasoned Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional based in Allentown, Pennsylvania. With a robust background in wealth management, she specializes in guiding individuals and families through complex financial landscapes. Her expertise encompasses a broad spectrum of services including retirement income planning, investment portfolio management, and estate planning. Julie's commitment to educating clients sets her apart, as she aims to empower them to make informed financial and life decisions. Her previous roles at prestigious firms like Morgan Stanley and Daimler Chrysler have honed her skills in both sales and project management. An advocate for financial literacy, she believes in building goal-based plans that navigate the financial challenges of life. Julie's diverse experience across various industries enriches her approach to financial planning, ensuring that her clients receive tailored strategies that meet their unique needs.

Julie`s contact details

mail

*****@janney.com

Colleagues

Harvey Besterman

Vice President/Investments

Mark Shapiro

Financial Advisor

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George Vincent Ryan

Financial Advisor

Gerald Maisner

Branch Manager / Sr. Vice President Financial Consultant

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Gerald Scheinker

Senior Vice President | Wealth Management

Gil Millstein

Senior VP/Investments

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Eric Angle

Operations Specialist 2nd Class

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Erik Fromm

Golf Professional

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Kelly Conte

First Vice President/Wealth Management

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