Julie Rose

Client First Team

502.882.4613

Julie is a Client Service Associate with Meritrust.



Julie Rose joined Meritrust in 2020 as a Client Service Associate in the Louisville office. Prior to joining Meritrust, Julie worked as a Senior Private Client Coordinator at Alliance Bernstein in Los Angeles, CA for seven years, where she collaborated with a group of Financial Advisors to provide superior client service to their High Net-Worth Clients and Business Professionals. Julie grew up in Louisville, KY and is happy to be back home in the Bluegrass State.

  • Education

    • Bachelor of Business Administration in Marketing and a Minor in International Business, University of Kentucky, Lexington, KY

  • Registrations and Licenses

    • SIE
    • Series 7TO
    • Series 66
    • Life and Health Insurance
    • Fixed and Variable Annuities

  • Professional Affiliations & Community Involvement

    • Actively preparing for Certified Financial Planner Accreditation
    • University of Kentucky Alumni Association
    • Professional Ski Instructors of America
    • Sigma Kappa Sorority
    • YPAL – Young Professionals Association of Louisville