Julie Hefner

Julie Hefner

Client Services Specialist

 Julie has been in the financial services industry for over 25 years almost exclusively in the wealth management sector.  Shortly after graduating college with a degree in Business Administration, she obtained her Series 7, 66 (held with LPL Financial) and insurance licenses.

Prior to joining Waterfront Financial, Julie worked in various roles including an Investment Operations Specialist, Transition Specialist, Wealth Advisor Assistant, Investment Solutions Representative, and an Operations Manager. 

When Julie is not at work, she enjoys spending time with her husband and three kids, reading, or attending sporting events. 

Julie is so excited to be a part of this wonderful team at Waterfront Financial!