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Julie L. Brim

Julie L. Brim

Wealth Management Associate

Julie Brim is a Wealth Management Associate at Spiegelman Wealth Management. She has been with our team since 1999. She works with Adam and the Commonwealth Portfolio Management Team in servicing and maintaining customized portfolios.  Julie especially loves helping clients-- anything from cash flow needs to cost basis research.  She currently holds the FINRA General Securities registration through Commonwealth Financial Network, as well as California Life/Health, Long-Term Care, and Variable Insurance licenses.