Julie Kay Petty

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development

About

Julie Kay Petty is a financial consultant based in Dallas, Texas, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Julie employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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