Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
- Just 1 email every week
- 3-min easy reads
- Uninterrupted updates
Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Weaver Capital Advisors Expands Team with Senior Wealth Advisor
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe07 JAN 2025 / PEOPLE UPDATES
Weaver Capital Advisors, a Texas-based financial advisory firm, has welcomed Jullie Strippoli as a Senior Wealth Advisor. Formerly a vice president at a financial services company, Strippoli will use her expertise to develop personalized strategies that align with clients’ financial goals, reinforcing Weaver Capital Advisors' position as a leader in financial advisory services.
Weaver Capital Advisors, a Texas-based financial advisory firm, has announced the addition of Jullie Strippoli as a Senior Wealth Advisor. Based in Austin, Texas, Strippoli will develop personalized strategies that align with each client’s financial goals and aspirations.
Strippoli previously held several vice president positions at a financial services company, where she built meaningful client relationships, led business development initiatives, and enhanced the client experience. Prior to entering the financial services industry, she held various roles in not-for-profit and government agencies.
Stephen Carter, Partner-in-Charge at Weaver Capital Advisors, expressed enthusiasm about Strippoli's addition to the team, stating, "I am proud to welcome Jullie to the WCA team and confident that our clients will benefit greatly from her knowledge and experience. Her dedication to understanding the distinctive goals of high-net-worth clients while exceeding goals and delivering results makes her a tremendous asset to our growing practice."
Weaver Capital Advisors is a Texas-based financial advisory practice whose mission is to deliver personalized financial solutions that provide comfort and foster relationships built on trust. The firm offers a range of services, including wealth management, wealth planning, institutional management, alternative investments, impact investing, and retirement plan services.
Strippoli's addition underscores Weaver Capital Advisors' commitment to expanding its service offerings and reinforcing its position as a leader in financial advisory services.
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!
Continuing education is usually boring and just for compliance, but what if reading engaging articles could earn your team CPE credits? Sounds amazing, right? The answer is YES! We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits. Starting at just $199 per year per user
Subscription Includes a comprehensive list of features
Feel free to schedule a no-obligation call.
-1748526338.webp)
-1748525774.webp)
