Julie Picariello, FPQP™
Specialty: Financial Paraplanner Qualified Professional
In Financial Services since: 1995
With Marshall since: 1995
Get to know:
Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak with those looking to become clients and introduces them to the Marshall Financial Group client experience.
As a paraplanner, she specifically enjoys assisting clients with cash flow needs and helping them understand their financial lives in transparent, uncomplicated terms.
Julie lives with her husband Joe in Perkasie. She loves reading, spoiling her six grandchildren, and traveling with Joe to tropical destinations.
Team Quick Search
Certified Financial Planners ™Retirement Planning Jim McGowan CFP® Chief Financial Planning Officer Russ Weiss CFP® Financial Management & Empowerment Allison Masoero CFP® College Planning & Divorce David Emery CFP®, CDFA™ President & COO Paula Nangle CFP® Co-Chief Investment Officer Donald Scholz CFP® CFO & COO Daniel Cairns CFP® Co-Chief Investment Officer Adam Reinert CFP®
Investment TeamCo-Chief Investment Officer Donald Scholz CFP® Co-Chief Investment Officer Adam Reinert CFP® Chief Investment Strategist George Evans II
Support TeamFinancial Paraplanner Qualified Professional Christine English Financial Paraplanner Qualified ProfessionalDee Erenius Financial Paraplanner Qualified ProfessionalJulie Picariello Financial Paraplanner Qualified ProfessionalDevon Radkins ReceptionistKatelyn Hart
Leadership TeamPresident & COO Paula Nangle CFP® CFO & COO Daniel Cairns CFP® Chairman, CEO and Founder Bill Marshall Co-Chief Investment Officer Donald Scholz CFP® Co-Chief Investment Officer Adam Reinert CFP® Chief Financial Planning Officer Russ Weiss CFP®