Julie Holmes, CWP, FPQP®

Julie joined D.A. Davidson in 2005 as a managed asset trader, joining Cynthia in 2007. As a Financial Planner Qualified Professional and Comprehensive Wealth Planner with multiple securities licenses, Julie adds an important dimension to the group's portfolio of services. Her strong financial planning foundation helps ensure that all of our clients receive the continuity of care that is a trademark of our practice. Julie is a graduate of Leadership Missoula and a valued member of the team responsible for launching new D.A. Davidson branch offices.