60.1 F
Los Angeles
Friday, Apr 12, 2024

Women of Influence: Finance 2023 – Julie Hayes

Custom Content by the Los Angeles Business Journal

Managing Director; Senior Wealth Advisor
Truist Wealth

Julie Hayes is a managing director and senior wealth advisor for Truist Wealth. She brings over 20 years of wealth management experience advising and working with a select group of high-net-worth families. Most recently, Hayes spent 19 years at Wells Fargo Private Bank. Hayes focuses on building trusting relationships with her clients. This starts by listening and working to understand your priorities, goals, and family dynamics. Hayes then custom tailors a team of specialists, who will systematically manage and implement each client’s plan. The plan may include financial and estate planning, risk and investment management, and structuring strategic credit.

Outside her work on behalf of her Truist Wealth clients, Hayes is dedicated to giving back to the communities she serves. For example, Hayes is an active member of the Make-A-Wish Foundation – Tri-Counties Board. She also volunteers for Girls Inc., Santa Barbara and Hope Gardens, Los Angeles.

Return to Index.

Featured Articles

Related Articles

staff-author Author