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.

Ask me about:
  • My 2.5 years in Aspen, CO working as a ski instructor after college.
  • Food and Wine. I love trying new restaurants and making recommendations.

Education
Registrations & Licenses
Professional Affiliations & Community Involvement
Education
  • Bachelor of Business Administration in Marketing and a Minor in International Business, University of Kentucky, Lexington, KY
Registrations & 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

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.