JULIANNA MORALES
JULIANNA MORALES
About Me
Julianna is a Senior Financial Advisor with 18 years of experience currently serving the Greenwood, Franklin, and Mooresville markets. Whether her clients are looking to grow their personal wealth or seek to protect it, Julianna helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, Julianna received her Bachelor of Science degree in Finance from Indiana University. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with her life, health, and annuities insurance licenses.
Julianna stays active in the community as a current volunteer for the Hope Center and was the past Secretary for the Pink Ribbon Connection. Julianna lives in Wanamaker. She is married with three children and enjoys spending time with family, reading, and volunteering.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management