Julie moved to Florida in 1979 from the Finger Lakes Region of New York State after first majoring in music and sociology at Ithaca College in Ithaca, NY. Julie began her career in the banking and investment industry in 1980 as a teller and continued her education at St. Petersburg College studying Banking and Finance. In 1993 while Julie held the position of Bank Branch Manager, she made a career enhancement and became Series 7 registered. Since then, she has concentrated her investment prowess on Financial, Estate and Retirement Planning, Asset Allocation and Portfolio Diversification.
Prior to joining Csenge Advisory Group Julie has worked for First Union, Bank of America (5 years on the bank side and 15 years on the investment side) and most recently for Morgan Keegan. Julie's 30 plus years in this area working with many clients from many walks of life makes Julie a great asset to the Csenge team.
Julie is a strong believer is helping others as a regular Blood Donor and has donated 20 gallons of blood since the age of seventeen. She also enjoys monthly wine tasting events with friends (but not before donating blood of course), spending time with family in NY and TN, Karaoke and a recent hobby, jewelry making.
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Professional Degrees & Certifications
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