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7721 Southwest 62 Avenue,
Principal of a South Miami Office
David M. Jullie has worked in the financial services industry for more than twenty-five years. David worked as an associate advisor with his father Michael A. Jullie, CFP® for four years before becoming partners with James Kaercher in 1997. David holds FINRA Series 6, 7, 24, 63 and 65 registrations through Royal Alliance.
David's main focus is in helping individuals, couples, families, and corporations seek their financial goals. David believes in creating a tailored financial plan based on each clients specific goals. After a financial plan has been completed, investments are considered based on return needs illustrated by the financial plan.
David studied Philosophy at Loyola University and is a graduate of Andrew College in Georgia. David and his wife Melody have four children. They have lived in the S. Miami area since 1969.
James E. Kaercher is a finance and international business graduate of Florida International University. James has worked in the financial industry for 20 years. James specializes in domestic and international planning for individuals and corporations. He has a comprehensive understanding of the industry and his clients’ needs and goals. Through his specialization he can help seek success, security and confidence at every level of his profession.
Manny Gulino is an Investment Advisor Representative, holds a FINRA Series 6 registration, and is a licensed mortgage broker. Manny believes that along with a Comprehensive financial plan, a proper tax management strategy, and searching for the best possible loans with lower than average closing costs for his clients is a vital part of the financial planning process. "The borrowing and the saving go hand in hand" says Manny.
Manny Studied Engineering at the University Of Florida and was also actively involved in the ROTC program in Gainesville, Florida. After college Manny worked at Florida Power & Light for more than five years, while running his families two "Roma Italian restaurants" in the Miami Area.
Manny has worked for Jullie & Associates P.A. for more than twenty years. Manny has a vast knowledge of the tax code and assisted Michael Jullie, preparing Taxes for clients at the South Miami office.
Manny has two children, Devon and Christopher. They have lived in Miami since 1969 and currently reside in Palmetto Bay.
Brian’s primary focus is on Investment Portfolio Management and Fee Based Financial Planning. As an Investment Advisor Representative, Brian holds FINRA Series 7, 66, and various State Insurance Licenses.
Brian D. Thelen graduated December 1997 Magna Cum Laude from Florida State University with a Bachelor of Science in Finance and a Bachelor of Science in Multinational Business Operations, including a minor in Russian Language Studies. He completed his Master’s of Science in Financial Analysis in August 2009 from the College for Financial Planning located in Denver, Colorado.
On June 1, 2003; Brian earned the Certified Financial Planner designation. Use of the CFP designation is governed by the CFP Board and holders have voluntarily submitted to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
In December 2009, Brian earned the right to use the Chartered Financial Analyst designation. The CFA charter is a globally recognized credential for investment analysis and management. Recipients of the CFA charter have successfully completed a graduate-level, self-study curriculum and series of three intensive examinations taken sequentially over at least two years.
Born and raised in Miami, Brian attended Miami Palmetto High School and is an Eagle Scout. He currently resides in Cutler Bay with his wife Rebecca and their two children.
Melody Jullie has been at the firm for more than 20 years. Her main area of concentration is in marketing and client relations for Jullie & Associates P.A. Melody is not registered with Royal Alliance Associates, Inc.