JULIE HAYES
Managing Director; Senior Wealth Advisor
Truist Wealth
Julie Hayes is a managing director and senior wealth advisor for Truist Wealth serving Ventura and Santa Barbara Counties. She brings over 20 years of wealth management experience advising and working with a select group of high-net-worth families. Prior to joining Truist Wealth in 2021, she spent 30 years at Wells Fargo Bank.
Hayes is passionate about delivering a relevant and meaningful financial experience. She focuses on building trusting relationships with her clients. This starts by listening and working to understand priorities, goals, and family dynamics. Hayes then custom tailors a team of specialists, who will systematically manage and implement each client’s plan, which may include financial and estate planning, risk, and investment management, and structuring strategic credit. Hayes also enjoys spending time serving and giving back to her community through a number of non-profit organizations.
