Meet Julie
Julie Brickey is a Service Partner at Carson Wealth Management’s Liberty office, where she plays a key role in supporting advisors and clients through effective workflow management, client service support, and compliance coordination. She brings a well-rounded professional background, including extensive client service experience, successfully running her own business, and managing finances for multiple companies. Julie is known for her strong client engagement, responsiveness, and ability to foster lasting relationships built on trust and reliability. Her strengths in organization and multitasking allow her to manage competing priorities while improving processes and team efficiency. She consistently looks for ways to enhance workflows, reduce friction, and deliver seamless service experiences. Outside of work, Julie enjoys spending time with her husband, son, and dogs, being outdoors, and attending her son’s hockey games. Her attention to detail and proactive mindset help ensure compliance standards are met and client needs are anticipated at every interaction.
