Julie R. Brunswick is the Head of Operations and a Security Licensed Customer Care Strategist at Independent Investment Advisors, where she has been an integral part of the team since 2008. Starting as a receptionist, Julie worked her way up through dedication, curiosity, and a passion for helping others. Over the years, she has gained extensive knowledge from the advisors around her and now holds her Series 7 securities license and 214 state insurance license, while actively pursuing her Series 66 license to become a fully licensed Investment Advisor.
Julie moved to Southwest Florida in 2003 with her family and married her high school sweetheart, Jason. They have two wonderful children, Aaron and Kylie, and are proud grandparents to Raegan and Taysom. Outside of work, Julie enjoys spending time in her yard tending to her many plants. She is passionate about guiding clients toward financial peace of mind and ensuring they know they are never alone on their journey to financial freedom.