My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Julie Powell

Julie Powell

Photo of team member
Julie Powell

Office Administrator

Julie has been the firm’s Office Administrator since 2011. In this role, she is responsible for the smooth operation of the office to provide a great experience for clients and enable staff members to perform their jobs efficiently. She values all clients and believes that everyone should be treated with kindness and respect. Prior to joining the firm, Julie worked at AG Edwards for 29 years as a Human Resources Generalist. Her exposure to many aspects of the financial services industry together with her experience in Human Resources, make her a valuable asset to her colleagues and clients.

She and her husband Dave have been married since 1979. They have two married children, Angela (Phill) and James (Megan) and two grandchildren, Molly and Lucy. Julie has many interests outside of the office that include hiking, biking, golfing, reading and sewing. She is an active volunteer with the St. Vincent de Paul Society as Vice President and member of the Home Visit Committee.

Bachelor of Science in Business Management, Maryville University (1979)

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Website Design For Financial Services Professionals | Copyright 2020 All rights reserved