Proven • Trusted • Independent
Julie Hollinshead, a Chartered Financial Analyst, is your personal advisor for navigating significant financial decisions and organizing your financial affairs – all to your best advantage.
Julie assists:
Individuals
Families
Private Foundations
Nonprofit Organizations
Her services include:
Evaluation of investment portfolios
Personal finance support, organization, and education
Trust and Private Foundation administration and support
Digital organization of important personal records
Review and evaluation of insurance coverage
Julie R. Hollinshead, CFA
Julie, a Chartered Financial Analyst and investment manager with 30-years of experience, is also an adjunct finance professor at the Mike Illitch School of Business at Wayne State University. She is a frequent guest speaker on personal finance and financial management, addressing a range of audiences from young professionals just beginning to build their wealth to seniors interested in growing and protecting their portfolios. Julie’s presentations have been featured nationally on PBS and in Michigan on Detroit’s WXYZ.