Julie Baker

Director of Client Services

Professional Profile Julie has a robust background spanning over three decades in various professional roles, Julie has a strong track record in wealth management support services, administration, human resources, retail advertising sales, business development, marketing, and event planning.  She is accustomed to providing a high-level of support to large-scale business clients and creating lasting client relationships.  Julie has held various positions with Quincy organizations to include the Quincy Herald-Whig and Glenayre. Currently serving as the Director of Client Services, Julie provides essential support to our team of financial advisors, ensuring client needs are met with efficiency and professionalism.

Education Hickey Business School/Bradford College Administrative Certificate with Medical Certification

Outside of Work Julie has actively contributed to our community, supporting causes such as the United Way, American Cancer Society and the YMCA. Julie is a Quincy native but currently resides in Palmyra, MO with her husband Mike. Julie has two grown daughters, three grandsons and one granddaughter and enjoys spending as much time with them as possible.  Julie is a lover of all things gardening and loves to grow vegetables and has multiple flower gardens.  She also enjoys kayaking with her husband and traveling the country to scenic destinations where outdoors is the focus.  Julie is an avid thrifter and resells clothing and other items via her online boutique, “Finding Jules”.