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Julie Hayes

Julie Hayes
Managing Director Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

Julie.Hayes@Truist.com

Phone 310-226-2704

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About me

Background

Julie Hayes is a Managing Director and Senior Wealth Advisor for Truist Wealth. She brings over 20 years of wealth management experience advising and working with a select group of high-net-worth families.  

Julie focuses on building trusting relationships with her clients. This starts by listening and working to understand your priorities, goals, and family dynamics. Julie then custom tailors a team of specialists, who will systematically manage and implement your plan. Your plan may include financial and estate planning, risk and investment management, and structuring strategic credit. 

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

Personal Interests

Julie serves on Make-A-Wish Foundation - of the Tri-Counties Board.  She also volunteers for Girls Inc., Santa Barbara and Hope Gardens, Los Angeles. 
In her leisure 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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