Julie Hayes

Julie Hayes
Managing Director Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

About me

Background

As a Managing Director and Senior Wealth Advisor at Truist Bank, Julie Hayes has over 20 years of comprehensive wealth management experience. She works closely with clients and their family to address the family’s defined goals and objectives while helping to adjust for the impact of market, economic and legislative forces.  

Julie discusses each client's unique goals and financial situation to help develop the financial plan to help clients find financial security, on whatever terms the client defines it. The team working for each client is comprised of specialists leveraging the team’s experience in Risk Management, Asset Management, Financial Planning, Estate Planning, and Strategic Credit to provide impactful guidance and tools. Meanwhile, Julie coordinates the application of these specialists to each family’s unique situation.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of Washington 1985 1989

Personal Interests

Julie enjoys giving back to her community through volunteer work with various charities including Union Rescue Mission- Hope Gardens (Los Angeles).

In her free time, Julie enjoys traveling and gardening. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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