Client Services Associate

Julia Gregory


  • Education

  • Baylor University
    Business Administration, Marketing

Julia serves as a Client Services Associate at Boone Wealth Advisors. Before joining the team, she worked as the Operation Manager at an RIA firm in Austin, Texas. She finds immense joy in financial operations, delivering excellent service to clients and team members alike. Prior to a career in the financial industry, Julia attended Baylor University as the 64th member of her family to do so. Her hobbies include watercolor painting, traveling and spending time with friends and family.

Q & A

Why do you love what you do?

I love using my strengths to help others. I love knowing that what I do daily is helpful and has a purpose. I love working alongside a team whom I respect and enjoy being around.

What do you love to do outside of work?

I enjoy creating watercolor paintings, traveling and spending time with friends and family.

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