Julie Bray, CFP®, CCFS®

Go-getter
DISC Type : d

President & Wealth Manager at GW Financial, Inc.

Reno, Nevada, United States

Overview

Julie is the President and Wealth Manager at GW Financial, Inc. , a firm she acquired in 2014. A Certified Financial Planner™ and Certified College Funding Specialist™, she specializes in guiding families through the complexities of college savings and retirement planning. She holds a B. S. in Economics from Southern Methodist University.

Residing in Reno, Nevada with her husband, three children, and two dogs, Julie values work-life balance. She enjoys family adventures like snowboarding, snorkeling, and golfing. She personally practices financial discipline, having completed a "Dry Amazon and Dry Starbucks month" to curb impulse spending.

To improve efficiency for her 120 clients, she hired a virtual assistant to manage her email and scheduling.

Personality Overview

Vision Oriented

Self-Confident

Challenger

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

College Funding Strategy
As a Certified College Funding Specialist™, this is a core focus of her practice, frequently writing blog posts to educate families on the topic.
Family Wealth Preservation
Her professional focus is helping families navigate major financial decisions to ensure their long-term financial well-being and autonomy.
Business Efficiency
She optimized her practice by hiring a virtual assistant to handle administrative tasks, allowing her to focus on high-value client work.

Media Appearances

Julie has no verified media appearances

Work History

7-2014
President & Wealth Manager at GW Financial, Inc.
2-2012 - 7-2014
Client Service Associate at Glenn Woody Financial Consultants, Inc.
12-2010 - 1-2012
Office Administrator/Client Services at Glenn Woody Financial Consultants
1-2009 - 1-2010
Assistant Vice President - Municipal Portfolio Manager at Brown Brothers Harriman
4-2007 - 12-2008
Associate at Brown Brothers Harriman

Education

2020 - 2020
Certified Investment Management Analyst Program from The Wharton School
2010 - 2011
Certificate from UC Irvine

More Information

Social Presence :

Prographics :

Exp : 21 Location : Reno, Nevada, United States Job Level : Middle Designation : President & Wealth Manager at GW Financial, Inc.
URL has been copied!

Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Julie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • Their decision making speed is somewhere in the middle.
  • Can Julie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Julie

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.