Julie LawrenceJulie LawrenceWealth Advisor
About Julie
Julie Lawrence is a Wealth Advisor with J.P. Morgan Wealth Management.
Julie is a member of The Gildea Group, and works closely with affluent individuals and families, customizing investment portfolios to the specific preferences and goals of her clients. She brings a hands-on and service driven approach to direct her team in facilitating the full breadth of wealth management needs—banking, mortgage, lending and more—in a comprehensive fashion and all with one firm.
One of Julie's core strengths is to monitor the investment landscape, gathering as much fundamental and technical research as possible to find value in the marketplace. She balances that with support for the portfolio itself, delivering recommendations across equities, bonds and mutual funds. As a testament to Julie's caring nature, many of her clients have been with her since the beginning of her 30-year career. She takes the responsibility of her role very seriously and treats each individual as if they were a member of her own family.
After graduating cum laude from the University of Iowa with a B.B.A. in Finance, Julie immediately started her professional path in financial services, joining Lehman Brothers in 1992. She worked very closely under her mentor, who shared his extensive market experience and was committed to her success in becoming an advisor. She has been with J.P. Morgan for the last 25 years.
Julie enjoys city life. She lives on the North Side of Chicago with her husband and is busy raising her son. Outside of the office, Julie takes the most pleasure in traveling, whether to the beach, to the mountains for hiking and skiing, or on an international adventure. A former volunteer tutor at Mercy Home for Boys & Girls, she is now involved at her son's school.
Insights
April 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read Now
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowApril 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read NowMay 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowMidnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now