Julia Gorman, Cfp®, Cpfa, Csric™
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
About Julia Gorman, Cfp®, Cpfa, Csric™
Julia Gorman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in customized, risk-managed portfolios. She co-founded the JCG Wealth Advisory Group and has over 33 years of experience in the industry.