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julio
Julio Barahona Director of Operations

Julio has more than 20 years of wealth management experience, which he leverages to help advance the clients of Smith and Howard Wealth Management.

Julio joined Smith and Howard Wealth Management in 2018. He has more than two decades of wealth management experience, having previously worked with SunTrust Bank and most recently with Patton Albertson & Miller. 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.

Julio, his wife, Carmen, and their two children live in Atlanta.

I strive to do everything with integrity. I always try to do the right thing regardless of whether the firm or I can be elevated; it is just part of who I am.
Education

Georgia State University – Bachelor of Business Administration

Certifications/Organizations
  • CFA Institute – Affiliate Member
  • Atlanta Society of Finance and Investment Professionals
Hometown

Atlanta, Georgia

Interests + Hobbies
  • Walking
  • Squash
  • Tennis
  • Soccer
  • Getting people on the dance floor at weddings
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Tim F. Agnew Managing Director
Jeff M. Brandon Senior Wealth Planner
Lisa Curles Senior Client Service Specialist
Robert L. Kaercher Wealth Manager
Michael Mueller Wealth Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Chief Investment Officer