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
Higher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Here’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Protect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Infusing values into your wealth planning? Avoid these mistakes
June 17, 2024You don’t have to choose between growing your wealth long-term and supporting causes you care about.Read Now
Pride Month 2024: What does Pride mean to you?
June 17, 2024For Pride Month, J.P. Morgan Wealth Management sat down with LGBTQ+-identifying employees to learn about their experiences in the workplace and beyond. Read on to learn more.Read Now
What is a living trust?
June 17, 2024You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What is a backdoor Roth IRA?
June 17, 2024A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
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 NowHigher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read NowHere’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read NowBusiness succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowProtect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowInfusing values into your wealth planning? Avoid these mistakes
June 17, 2024You don’t have to choose between growing your wealth long-term and supporting causes you care about.Read NowPride Month 2024: What does Pride mean to you?
June 17, 2024For Pride Month, J.P. Morgan Wealth Management sat down with LGBTQ+-identifying employees to learn about their experiences in the workplace and beyond. Read on to learn more.Read NowWhat is a living trust?
June 17, 2024You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat is a backdoor Roth IRA?
June 17, 2024A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now5 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