Julie Bray, CFP®, CCFS® in

Julie Bray, CFP®, CCFS®

Login to view DISC.
President & Wealth Manager at GW Financial, Inc.
📍 Reno, Nevada, United States

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.

Read the full overview →
Experience
21 Years
Current Role
President & Wealth Manager
Job Level
Middle
Location
Reno, Nevada, United States
Personality Overview

How Julie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Julie cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2020 - 2020
Certified Investment Management Analyst Program
The Wharton School
2010 - 2011
Certificate
UC Irvine
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Jennifer Collins
Jennifer Collins
SVP, Business Development
TuneIn
 Cody Torres
Cody Torres
Founder / Chief Executive Officer
Macaw Custom Homes
 Patrick Steenvoorden 🌍
Patrick Steenvoorden 🌍
Strategic product owner B2B
viaBOVAG.nl
 Jack Klaassen
Jack Klaassen
Advisor to the Board
Macaw: your guide in the Era of AI
Unlock the full playbookSee exactly how to sell to Julie. Free, 10 seconds.