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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
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Not insured by FDIC or any federal government agency. May lose value. Not a deposit of, or guaranteed by, Chesapeake Bank or any bank affiliate.