Julie McCormick's Professional Contact Details

HQ
+1(615) 309-6464
Location
Brentwood, Tennessee

Julie McCormick's Current Company Details

Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We'll show you...
Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We'll show you the steps to meet your goals and help you execute them.We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed. As your "financial offensive coordinator" we help align your plan, gain clarity, and see the big picture of your financial future.Disclosures and licensing: https://cppadvisors.com/licenses/
financial planning
financial services

Julie McCormick's Work History and Education

Continuum Planning Partners
Personal Financial Analyst
2017 - Present
Waddell & Reed
Financial Advisor
2016 - 2017 • 5 months
Allen, Summers & Gresham, PLLC
Runner
2015 - 2016 • 2 years

Others Named Julie McCormick

Area Vice President, Patient Support Services at Hillrom
Social Media Coordinator at Good Directions, Inc.
Chief Financial Officer at Dataflow Inc.
Business Planning & Reporting, Lead at IT Tech Direct, LLC
Senior Recruiter at UPMC
Direct Sales Representative at Troyer Foods, Inc.
Licensed Realtor at MK Partners

Frequently Asked Questions about Julie McCormick


What company does Julie McCormick work for?

Julie McCormick works for Continuum Planning Partners.

What is Julie McCormick's role at Continuum Planning Partners?

Julie McCormick's role at Continuum Planning Partners is Certified Financial Planner Professional.

What is Julie McCormick's email address?

Julie McCormick's email address is j**@continuumpp.com.

What is Julie McCormick's business email address?

Julie McCormick's business email address is j**@continuumpp.com.

What is Julie McCormick's HQ phone number?

Julie McCormick's HQ phone number is +1(615) 309-6464.

What industry does Julie McCormick work in?

Julie McCormick works in the Financial Services industry.

Who are Julie McCormick's colleagues?

Julie McCormick's colleagues are Maddie Ryan, Brent Christian, Evan Stephens, Holly Berry and more.
Client Services Associate
Financial Planner
Wealth Management Advisor
Planning Coordinator

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