Julia Alderson (1)

Julia Alderson

Administrative Associate

Kilmarnock
97 North Main Street
PO Box 1419 (mailing)
Kilmarnock, Virginia 22482
Direct
804-435-4203
Fax
804-435-0777

About Julia


Julia Alderson provides direct service to clients, working alongside CWM’s financial advisers and portfolio managers on account management, trust administration, business development and operations. Ms. Alderson earned her BS/BBA degree (major in Finance, minor in Russian) at the University of South Carolina in Columbia, SC. She is currently studying to be a CERTIFIED FINANCIAL PLANNER™.

"Wealth is the ability to fully experience life." -Henry David Thoreau

CWM Team page