Julia ("Julie") Vaughn
Director of Wealth Management at Oracle Private Wealth Advisors
📍 Stevenson, Maryland, United States
Julia Vaughn is the Director of Wealth Planning at Oracle Private Wealth Advisors, an all-women firm based in Maryland. She serves high-net-worth families by leveraging her dual expertise as a financial advisor and an attorney. She holds a JD and an LLM in Tax, specializing in complex estate and tax planning.
Julia possesses a rare combination of qualifications, holding both a Doctor of Law (JD) and a Master of Laws (LLM) in Taxation, which she applies directly to her wealth planning work.
Read the full overview →Experience
30 Years
Current Role
Director of Wealth Management
Job Level
Leadership
Location
Stevenson, Maryland, United States
Personality Overview
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Priorities
Topics Julia cares about
Estate & Trust Law
She holds a JD and an LLM in Tax and previously ran her own law practice focused on estate planning, wills, and trusts.
High-Net-Worth Clients
Her firm specializes in serving the complex financial needs of HNW executives, entrepreneurs, private foundations, and multi-generational families.
Career
Work history
6-2009 - 6-2025
Director of Wealth Management
Oracle Private Wealth Advisors
7-1994
Attorney
Law Office of Julia R. Vaughn
Senior Vice President
Legg Mason, Credit Suisse
In the press
Media appearances
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Education
1991 - 1994
Doctor of Law - JD
University of Baltimore Law School Maryland
1987 - 1991
Education details unavailable
University of Maryland
Social presence
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