Our financial advice team

Julie Nootbaar, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Julie Nootbaar

Financial Advisor

Oak Tree Wealth Partners
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Family Finances
  • Small Business

Education

  • BA Communications - Texas A&M University 1992

Previous experience

  • Financial Advisor, Citizens Securities and Clarfeld Citizens Private Wealth, Cleveland, OH, 2017-2022
  • Financial Paraplanner, Burkhart & Co, Cleveland Heights, OH, 2015-2017
  • Supply Chain Management, Production Analyst, STMicroelectronics, Carrollton, Tx, Grenoble, France, 1995-2006

Community participation

Saint Paschal Baylon Catholic Church - Highland Heights

Gilmour Academy Parents Association

Great Lakes REIA

Interests

My husband and I enjoy spending time with our family and travelling the world together!

Favorite quote: "Your smile is your logo, your personality is your business card, and the way you make people feel is your trademark." unknown