Professional Directory

Julia Vanzler, CFP®

Director Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Julia Vanzler

Julia Sorkin specializes in working with successful individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Client Advisor, Julia works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.

Prior to joining Boston Private Wealth, Julia was a Relationship Manager at SEI Investments, where she consulted financial advisors in the areas of business planning, sales and marketing, and client relationship management. Julia was also responsible for providing case support in all areas of the financial planning process, including analyzing portfolios and developing and presenting recommendations.

Julia received her Bachelor of Arts degree in Economics/Business and Psychology from Lafayette College and a Master of Business Administration from Villanova University. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Julia enjoys traveling, biking, and skiing.

Caution: External Link

You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains. 

Continue Cancel - Stay on BostonPrivate.com