Julie Flores

Julie Flores’s career begun in 2005 in the financial services industry as an administrative assistant.  Shortly thereafter, she obtained her securities trading licenses and worked as a registered client service associate. Throughout her career, Julie has worked in both operational and financial planning roles allowing her the ability to focus on holistic planning and client engagement. Her most recent role was a financial consultant with TIAA before transitioning to Batie & Company Capital Management. Here she will assist with client financial reviews, 401k plans and relationship management.

Julie is a mother to three girls. She spends her free time traveling, camping, working out and golfing. 

Education and Licenses:

•                                 B.S. Business Administration - University of Phoenix 
•                                 Series 7 General Securities Representative
•                                 Series 66 Uniform Combined State Law
•                                 Series 63 Uniform Securities Agent
•                                 Life, Health, and Variable Annuity