Julia Zwicky is a Client Specialist assisting clients in the Charlotte area. Julia works closely with Portfolio Managers and Senior Investment Advisors to meet clients’ daily needs.
Born and raised in Atlanta, Georgia, Julia earned Bachelor of Arts degrees in International Affairs and Spanish with a minor in Sociology from the University of Georgia. During her time in college, Julia traveled extensively throughout Latin America, and is looking to add new destinations to her list. Prior to joining Edge, Julia worked as a Client Service Associate at another Atlanta wealth management firm.
In her free time, Julia enjoys running, playing golf, hiking, traveling, and supporting the University of Georgia Bulldogs. She is an active volunteer with Atlanta Habitat for Humanity and has assisted in building 8 local homes. She is becoming a skilled supervisor with the organization so she can further give back to the Atlanta community (and shingle a roof if ever needed).