Julie Anderson

Julie Anderson

Financial Advisor

Julie E. Anderson is a Sr. Advisor at Glaser Financial Services, with more than 26 years in the financial services industry.  She is an Investment Advisor Representative with Voya Financial Advisors, a registered broker/dealer, member SIPC. 

 

Julie has dedicated her career to helping people achieve their financial goals. She provides top level personal service to her clients with customized retirement planning and risk appropriate investment strategies to help work towards building an attainable retirement portfolio, while helping them overcome the challenges and obstacles along the way. As an Investment Advisor Representative of Voya Financial Advisors, Julie offers customized financial planning to her clients. This encompasses helping clients with developing a plan for their distribution of income, advisory and brokerage accounts, college planning, and helping her clients with insurance coverage for their life, disability and long term care needs. She strives to further educate and improve her clients’ knowledge of investing, retirement planning, and market awareness so that they are able to make well informed investment decisions. Julie has extensive experience working with educators and medical professionals within higher education at state universities, as well as in the private sector.

 

Julie received a Bachelor of Arts degree with a double major in Political Science and Speech Communication from Baylor University. She holds the following Financial Industry Regulation Authority (FINRA) securities registrations: Series 6, 7, 63 and 65, along with a state license as a Texas General Lines Agent qualified in life, accident, health, and HMO.

 

Julie lives in Houston, Texas with her husband, Richard and daughter Grayson. She enjoys traveling, working out, spending time at their ranch in South Texas, and spending time with her family at the lake.

 

To reach Julie by email, click on the following address: juliea@glaserfinancial.com.

Phone 409-765-6222
Fax 409-765-9854