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
  • Bachelor of Business Administration in Marketing and a Minor in International Business, University of Kentucky, Lexington, KY
Registrations & Licenses
  • Insurance and Annuity Licenses
Professional Affiliations & Community Involvement
  • Collegiate Advisor for Sigma Kappa Sorority
  • Professional Ski Instructors of America

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.