David M. Jullie

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.