Julie Mizerany
Private Client Consultant
Julie’s expertise in financial services, obtained through her more than decade of experience as a financial advisor, provides her with a unique perspective that informs her role as Transition Consultant at Elite Consulting Partners. Of particular focus for Julie is guiding financial advisors looking to transition their business to a new phase, whether it be a new broker dealer, clearing firm, or a successor that they trust. By applying active listening skills gained while obtaining her Master’s Degree in Counseling, Julie learns about her client’s business model, needs, and future goals so that she can provide adequate recommendations and collaborates with the advisor throughout the process to ensure a seamless transition.
ju***@*********************rs.com
205-718-8426
