Julie Adams
About Julie Adams
Julie Adams serves as a Partner and Senior Personal Risk Manager at Creative Planning Inc., where she has worked since 2014. With over 30 years of experience in personal insurance, she specializes in evaluating risk exposures and developing tailored insurance programs for clients.
Work at Creative Planning
Julie Adams has served as a Partner and Senior Personal Risk Manager at Creative Planning Inc. since 2014. In her role, she evaluates personal risk exposures for both new and existing clients, contributing significantly to the firm's Property & Casualty division. Her expertise in assessing risks ensures that clients receive tailored solutions that meet their specific needs.
Previous Experience at Oliver Insurance Agency
Prior to her tenure at Creative Planning, Julie Adams worked at Oliver Insurance Agency for 23 years, from 1991 to 2014. In her position as a Personal Insurance Sales representative, she gained extensive experience in the insurance industry, which has informed her current role in risk management.
Education and Expertise
Julie Adams earned a Bachelor of Science degree from Pittsburg State University, where she studied from 1987 to 1990. Her educational background provides a solid foundation for her work in personal risk management and insurance sales, allowing her to develop customized insurance programs that address the unique needs of her clients.
Custom Insurance Programs Development
In her current role, Julie Adams develops custom insurance programs tailored to the specific needs of her clients. She leverages her access to top industry companies to create solutions that effectively manage personal risk exposures, ensuring comprehensive coverage for her clients.