Julie Zawislak

Wealth Advisor at Providence Capital Advisors - Charlotte, NC, US

Julie Zawislak's Colleagues at Providence Capital Advisors
Meredith Miner

Client Services Associate

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Brian Alderson

Research Analyst

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Stephen Ratcliffe

Director of Financial Planning

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Melissa Wall

Senior Wealth Advisor

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Brian Jones

Principal, Director of Financial Planning

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Dennis Park

Operations Manager

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Jeffrey Serbin

Research Analyst

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Julie Zawislak's Contact Details
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Mobile Number
(XXX) XXX-XXXX
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HQ
704-215-4420
Location
Charlotte, North Carolina
Company
Providence Capital Advisors
Julie Zawislak's Company Details
Providence Capital Advisors logo, Providence Capital Advisors contact details

Providence Capital Advisors

Charlotte, NC, US • 10 - 19 Employees
Financial Services

Providence Capital Advisors, LLC offers in-house investment management services with comprehensive financial planning customized for each of our clients. We offer detailed, strategic guidance to help clients achieve both short-term and long-term goals. Our investment management offerings center on portfolio strategies that are constructed using individual securities. Every client's exposure to these strategies is tailored to meet their specific needs. The commonality uniting our financial planning and investment management capabilities is our depth of expertise, in both the analysis of each client's financial needs and the investments we select in our portfolios.Providence Capital is a Registered Investment Advisor and an independent, privately-owned firm based in Charlotte, NC.

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Frequently Asked Questions about Julie Zawislak
Julie Zawislak currently works for Providence Capital Advisors.
Julie Zawislak's role at Providence Capital Advisors is Wealth Advisor.
Julie Zawislak's email address is ***@providencecapitaladvisors.com. To view Julie Zawislak's full email address, please signup to ConnectPlex.
Julie Zawislak works in the Financial Services industry.
Julie Zawislak's colleagues at Providence Capital Advisors are Meredith Miner, Brian Alderson, Stephen Ratcliffe, Melissa Wall, Brian Jones, Dennis Park, Jeffrey Serbin and others.
Julie Zawislak's phone number is 704-215-4420
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