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Julio has more than 20 years of wealth management experience, which he leverages to help advance the clients of Smith + Howard Wealth Management.
Julio joined Smith + Howard Wealth Management in 2018. He has more than two decades of wealth management experience, having previously worked with SunTrust Bank (now Truist) and a small IRA in Atlanta. Julio’s robust experience combines investment operations and portfolio management, offering a unique ability to create efficiencies while emphasizing a better client experience.
Throughout his career, Julio has served as a liaison between business analysts, developers and third-party vendors. He managed over $1.2 billion in assets in trusts and investment management accounts as an investment portfolio manager for SunTrust Bank (now Truist).
Julio and his family are residents of Atlanta.
Georgia State University – Bachelor of Business Administration
Atlanta, Georgia
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