Julie Thomas

Professional

Julie was born and raised in Brighton, New York. She earned her BA from St. Lawrence University.

Julie began her career in the financial services industry in Boston where she worked for several leading money management firms, including Putnam Investments and Eaton Vance Distributors. She moved back home in 1996 to work as a financial consultant at Salomon Smith Barney, a firm that would later become Morgan Stanley Smith Barney. Julie was also a private client advisor with J.P. Morgan Securities for more than 10 years, where she customized investment strategies for individuals, families, and businesses.

Julie is passionate about helping people simplify their financial lives so they can focus on enjoying what truly matters to them. After years of managing clients' assets at traditional Wall Street firms, she chose to join Crossbridge Financial Group in order to offer truly independent financial advice to her clients. She believes in the power of freedom of choice and the value of comprehensive advice. Julie holds FINRA Series 7, 6, 63, and 65 securities registrations and is licensed for health and variable life insurance in New York.

Personal

Julie lives with her family in Brighton. In her free time, she enjoys skiing, hiking, paddle tennis, playing golf, gardening, and traveling.