Isle of Palms, SC - Jeter Hrubala Wealth Strategies announced today that Julie Peeples has recently completed the requisite FINRA exams and an internal training program to become a financial advisor with the company. In this position, Julie’s responsibilities will include developing comprehensive financial plans, reviewing client portfolios, conducting investment research, and handling the day-to-day operational needs of the company and its clients.
Julie began her career as a client advisor in the property and casualty insurance markets at PURE insurance, a New York-based high-net-worth insurance carrier, and then at New York Life as a life insurance agent. To fulfill her entrepreneurial spirit, and interest in fitness, health, and wellness, Julie co-founded Baseline, a personal fitness training company in Charleston, South Carolina. At Baseline, Julie spent a year developing the company’s business and marketing strategies and helping people achieve their health and wellness goals. In early 2022, Julie joined the Jeter Hrubala team, realizing she could combine her diverse background with a passion for building relationships through exceptional service, helping people achieve life goals, and developing and implementing sound financial wealth strategies.
Julie is a graduate of Wofford College with a Bachelor of Science in finance and a minor in economics.
During her time at Wofford, she served as a member of the James-Atkins Student Managed Investment Fund, was a research assistant for the economics department and led the Purple Scarf Society, a female mentor and business organization.
Beth Jeter Hrubala, President and Founder of Jeter Hrubala Wealth Strategies, added “We are very fortunate to have Julie join our team. She has already been a great help in supporting our client’s needs and our growing business, both in the Lowcountry and the Upstate of South Carolina.”
“I am thrilled to join the team at Jeter Hrubala Wealth Strategies,” said Julie Peeples. “I look forward to having the opportunity to make a positive impact on our clients’ lives by helping them achieve their financial goals and live the life that they desire.”
Julie is based in the Isle of Palms office located at 103 Palm Boulevard, Suite 2C, Isle of Palms, SC 29451.
Julie can be reached by phone at 843-405-7219 or via email at email@example.com.
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
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