Julia Vanzler, CFP® CPWA®Director Senior Wealth Advisor Wealth Management & Trust New England
Julia Vanzler specializes in working with 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 Wealth Advisor, Julia works closely with her Boston Private colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investments, retirement income, 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 is a CERTIFIED FINANCIAL PLANNERTM professional and also holds the Certified Private Wealth AdvisorTM designation. Julia is actively involved in philanthropic activities and has been a member of the Red Cross of Massachusetts’ Young Professionals Council for the last four years, serving as Vice President for two years. Julia enjoys traveling, biking, and skiing.