Julie Elliott

Julie Elliott brings more than 25 years of financial services experience to Sedway Financial, with a strong background in investment operations and high-level client service. Having worked with both large national firms and independent advisory practices, she has developed broad experience in the behind-the-scenes functions that help ensure a smooth, responsive, and well-coordinated client experience.

Julie oversees the operational and implementation aspects of the firm’s private wealth practice, coordinating sophisticated investment, insurance, and advanced planning strategies while providing high-level support throughout every stage of the client relationship. Her attention to detail and extensive back-office experience help the Sedway Financial team serve high-net-worth individuals and business owners with efficiency, discretion, and care.

Julie believes every client deserves personal attention, clear communication, and a consistently high standard of service.

In her free time, Julie enjoys spending time with her family and pets and exploring the beauty of the Pacific Coast.