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Julie Berry

Julie Berry

Accounts Manager

Julie Berry is the accounts and clients service manager for the firm. She joined Michael Phillips Black Wealth Management in December 1999. Her responsibilities include spearheading our Smart Planning Platform, customer service, processing client trades, managing our client database and reporting websites, and maintaining the investment needs of individual clients. She has worked in the financial planning industry for 26 years and has contributed her extensive experience and understanding of the industry to this firm. She is a Certified Public Notary and currently holds a 63 Securities license. Julie is an integral part of the firm. She enjoys hard work both in and out of the office. She graduated from Southern Illinois University, where she was chosen as an ambassador to Beijing, China. She also attended the University of San Jose, Costa Rica for a three month study program. She is a former collegiate soccer player who continues to play the game of soccer. A devoted wife and mother, Julie enjoys spending time with her family and watching her son play baseball.