Julie RousseauJulie RousseauExecutive DirectorWealth Advisor
About Julie
Julie Rousseau is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
An important member of The Atwood Group, Julie leans on 20-plus years of financial services experience to advise clients in all areas of wealth management, with a special focus on complex planning issues.
Julie joined J.P. Morgan in 2023 after spending five years as a Wealth Advisor at First Republic Investment Management for her team. She was previously a Financial Advisor within the Private Banking and Investment Group for the Atwood Group at Merrill Lynch.
Earlier, Julie served as a Managing Director and member of a Boston-based registered investment advisory (RIA) firm, heading up the firm's Private Wealth and Family Office practices. During her tenure there, she serviced the firm's family and institutional clients, and held responsibilities in the firm's operations, technology development and management efforts as the firm grew from $400 million in assets under management to more than $10 billion AUM. She began her career at Brown Brothers Harriman & Co.
Julie holds a B.A. from Providence College.
Insights
Outlook
5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook
May 2024 CPI report: Inflation may be moderating
June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook
June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024
June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Wealth Planning
Insight 2: Foundation of values to define culture and focus
June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Banking
Managing cash: Make sure your assets are well protected
June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Outlook
May 2024 jobs report: 272,000 jobs added, sharply beating expectations
June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook
2024 Mid-Year Outlook: Key takeaways
June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Outlook
How have our views played out in 2024?
June 7, 2024Ahead of our Mid-Year Outlook, our strategists discuss what they’ve gotten right and wrong so far this year. Plus, what they are excited about on the road ahead.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
June 7, 2024How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowOutlook
5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read NowOutlook
May 2024 CPI report: Inflation may be moderating
June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read NowOutlook
June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024
June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read NowWealth Planning
Insight 2: Foundation of values to define culture and focus
June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowBanking
Managing cash: Make sure your assets are well protected
June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowOutlook
May 2024 jobs report: 272,000 jobs added, sharply beating expectations
June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read NowOutlook
2024 Mid-Year Outlook: Key takeaways
June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read NowOutlook
How have our views played out in 2024?
June 7, 2024Ahead of our Mid-Year Outlook, our strategists discuss what they’ve gotten right and wrong so far this year. Plus, what they are excited about on the road ahead.Read NowWealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
June 7, 2024How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
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