Julie Rose Miller, CFP®, CDFA® in

Julie Rose Miller, CFP®, CDFA®

Questioner · DISC type c
Financial Advisor at Monticello Wealth Management
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Financial Advisor
Location
United States
Personality Overview

How Julie shows up

Cautious & Analytical
Value Seeker
Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Julie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2025
Financial Advisor
Monticello Wealth Management
2-2024 - 1-2026
Financial Advisor
Northwestern Mutual
1-2023 - 2-2024
Associate Financial Advisor / Para-Planner
Meritrust Wealth Management
6-2020 - 1-2023
Client Service Associate- Client First Team
Meritrust Wealth Management
11-2013 - 5-2020
Senior Private Client Coordinator
Bernstein Private Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2022 - 6-2023
CERTIFIED FINANCIAL PLANNER® Certification Education Program
Northwestern University
2008 - 2011
BBA
University of Kentucky
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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