Julie Rose

Client Service Associate- Client First Team at Meritrust Wealth Management - Louisville/Jefferson County metro go, KY, US

Julie Rose's Colleagues at Meritrust Wealth Management
Thomas Furlong

Senior Financial Consultant

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Nathan McNulty

Financial Advisor

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John Kallis

Partner

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Justin Shircliff

Brokerage Associate

Contact Justin Shircliff

MarEva McGraw

Client Service Associate

Contact MarEva McGraw

Jay Conner

Investment Advisor

Contact Jay Conner

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Julie Rose's Contact Details
Email (Verified)
***@meritrustwm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
502 882-4600
Location
Louisville, Kentucky, United States
Company
Meritrust Wealth Management
Julie Rose's Company Details
Meritrust Wealth Management logo, Meritrust Wealth Management contact details

Meritrust Wealth Management

Louisville/Jefferson County metro go, KY, US • 20 - 49 Employees
Financial Services

At Meritrust Wealth Management, we are focused on you and your goals. Your working life. Your retirement income. Your legacy. Unlike most national banks and wirehouses, we are truly independent. We strive for investment strategies that fit your needs, not fill a sales quota.Our team of Advisors assists generations of clients to help protect, build, and manage their wealth. We are uniquely positioned to offer tax savings advice and asset protection strategies. Independence. Advice. Merit. Trust.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC.

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Frequently Asked Questions about Julie Rose
Julie Rose currently works for Meritrust Wealth Management.
Julie Rose's role at Meritrust Wealth Management is Client Service Associate- Client First Team.
Julie Rose's email address is ***@meritrustwm.com. To view Julie Rose's full email address, please signup to ConnectPlex.
Julie Rose works in the Financial Services industry.
Julie Rose's colleagues at Meritrust Wealth Management are Thomas Furlong, Nathan McNulty, John Kallis, Justin Shircliff, MarEva McGraw, Jay Conner and others.
Julie Rose's phone number is 502 882-4600
See more information about Julie Rose