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. Julia 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™.
Julia serves on the Board of Directors for the Lancaster County Virginia Education Foundation and is a member of the 2019-2020 LEAD River Counties class.
"Wealth is the ability to fully experience life." -Henry David Thoreau
CWM Team page