Julianne Marrie, CFP

Wealth Advisor

Julianne works directly with client families to advise and coordinate their wealth planning objectives and to assist in the creation of a sustainable model for their current and future needs. Prior to joining Biltmore Family Office, Julianne worked as a Family Wealth Analyst at GenSpring Family Offices where she was responsible for implementing a wide variety of wealth management strategies for client families including: tax planning, wealth transfer planning, and lifestyle management. Julianne graduated from University of Central Florida with a Bachelor of Science degree in Psychology. Julianne is a CERTIFIED FINANCIAL PLANNER ™ professional.

North Carolina Office

 

6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211

704.248.5230

Florida Office

 

5728 Major Boulevard, Suite 611

Orlando, FL 32819

407.308.3287

©2019 Biltmore Family Office