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Sunday, Nov 17, 2024

Leaders of Influence: Wealth Managers 2023 – Julie Hayes

Custom Content by the Los Angeles Business Journal

JULIE HAYES
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. Prior to joining Truist Wealth in 2021, she spent 30 years at Wells Fargo Bank. Hayes spent the last 20 years in the Wells Fargo Private Bank serving her clients as a senior private banker.

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 their priorities, goals, and family dynamics. She then custom tailors a team of specialists, who will systematically manage and implement her client’s plan. This plan may include financial and estate planning, risk, and investment management, and structuring strategic credit.

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