Julie McCormick, CFP®

Financial Planner

OFFICE: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
(615) 309-6322

Direct: (615) 309-6322
Fax: (615) 309-6301

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Julie is originally from the Memphis, TN area. She graduated Suma Cum Laude from Christian Brothers University. Shortly after completing her degree, she started working as a financial advisor at the asset management company Waddell and Reed.

Early in her career, Julie came to appreciate the importance of a comprehensive approach to financial planning. In early 2017, Julie joined Continuum Planning Partners as an analyst in the Financial Planning Department. While on the “planning team” Julie was able to help clients blueprint financial goals and set realistic targets for their financial household.

In 2019 Julie moved to the Nashville area to work more directly with clients and their families as a financial planner through a team-based approached. A firm believer that “life is a journey, not a destination” Julie enjoys working with clients in all stages of their career to eliminate complexity and focus on what’s most important to her clients.

She earned her CFP® designation in 2021.

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