Associate, Wealth Advisor
Julian is an Associate, Wealth Advisor with Cresset’s West Palm Beach, Fla., office. In his role, he works closely with Cresset’s clients to identify compelling investment opportunities and develop holistic financial plans that are tailored to their specific goals and objectives.
Prior to joining Cresset, Julian worked for Merrill Lynch Wealth Management in Boston, where he focused on providing investment advice to multi-generational high-net-worth families.
Julian earned a bachelor’s degree in finance from Keiser University and lives in Boca Raton, Fla., with his wife, Samantha.