Julie Williamson-Bresset

Julie L. Williamson-Bresset, AAMS®
Wealth Advisor Truist Bank

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

About me

Background

Julie Williamson-Bresset is a Wealth Advisor offering clients more than 18 years of financial services, retirement planning, and investment management experience. 

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

Education

Business Administration
Trinity College and University 1999

Personal Interests

Julie serves on the executive board of ArtServe, is active in Junior Achievement and United Way, and is a member of the Circle of Wise Women. She also volunteers in Pop Warner Little Scholars, Awana Ministries, and is a member of the PADI diving organization

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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