Julie Sharnowski AIF®
Julie Sharnowski’s passion is working with advisors and Financial Institutions who are contemplating a broker dealer change and partnership with Exemplar. Taking a consultative approach, she dedicates her time to utilize the resources that Exemplar has developed over the past 30 years to provide coaching, and deliver results proven systems, along with business development tools. Her experience in the Financial Services industry gives her the ability to relate to and understand the challenges advisors encounter with their businesses.
She takes a hands-on approach partnering with advisors and financial institutions providing support through training, marketing, technology and practice management tools and resources that Exemplar has developed and uses in their own wealth management business. Her ultimate goal is to help our Financial Advisors and Financial Institutions grow profitable and efficient practices; we do this by taking the time to understand their business which gives us the ability to better align our resources with their needs.
Outside of work her favorite way to spend her down time is with family and friends and keeping up with her two boys.
Education & Qualifications
Education: Northwood University
Licensing: Series 7, 63, 66, 53, 24 registrations through LPL Financial and Life, Accident and Health Insurance licenses
Designation: Accredited Investment Fiduciary (AIF®)
Getting to Know Julie
Favorite Food: Mexican
Favorite Quote: You will always miss 100% of the shots you don’t take…Wayne Gretzky
Something from My Bucket List: To golf in all 50 states
Favorite Book: The Fred Factor by Mark Sanborn