Julie Murphy Casserly This is Me

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1. 1. Julie Murphy Casserly

   www.JMCwealth.com/page.php?sec - [Cached]

   Published on: 7/18/2008   Last Visited: 7/18/2008

   "People can only stick with a plan if they face the emotions behind it," says Julie, founder and President of JMC Wealth Management."It's easy for a financial advisor to say, ‘Here's the income, here's the assets, here's the category you fit into.' I take the time to understand their personal needs, as well as their financial needs."
   
   Growing up with 11 brothers and sisters, Julie quickly learned that, even if people look like they fit a certain mold, they often have very different attitudes and needs.
   
   "I learned to deal with different personalities because I was forced to," she says."It gave me listening skills.It made me sensitive to what people need."
   
   Julie, a CERTIFIED FINANCIAL PLANNER® professional, graduated from the University of Illinois at Urbana-Champaign in 1995 with a degree in finance and received her MBA from the University of Notre Dame du lac.
   
   After graduating, Julie sold mutual funds, insurance and annuities for a national financial services firm, but she knew she wanted to own her own company, where she could spend more time getting to know her clients.
   
   "You don't build wealth by selling a particular line of products," she says."You build wealth by helping your clients build and preserve their wealth."
   
   In 2000, Julie started her own firm, then called D.C. Financial.The company has grown and changed its name since then, expanding both its staff and its client base, but Julie has maintained the same commitment to service that she believes makes JMC Wealth Management unique.
   
   "I treat our clients' money like it was my own," she says.

2. 2. www.prnewswire.com

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   Published on: 9/25/2007   Last Visited: 10/6/2007

   you," says Casserly, president of JMC Wealth Management.
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   Casserly says.
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   Casserly suggests rebalancing at least once a quarter or choosing a fund, like those available from Fidelity or American Funds, that will automatically rebalance for you.
   
   -- Reconsider.
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   Casserly says."You need to make sure that your investments align with your true risk tolerance." Julie Murphy Casserly is a financial advisor and president of JMC

3. 3. www.prnewswire.com

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   Published on: 12/3/2007   Last Visited: 12/3/2007

   says Chicago-based financial advisor Julie Murphy Casserly.
   
   Casserly says that, as employers consider wellness programs for their
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   health problems such as high stress or depression, says Casserly, who has given financial education seminars as part of wellness programs for
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   programs can save money simply by retaining their current staff," Casserly says. "A company that addresses its employees' needs holistically, including their financial health, will usually have happier, more satisfied employees, and they'll stick around longer."
   
   Casserly, who helps her clients understand the emotions that trigger
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   Julie Murphy Casserly is a financial advisor and president of JMC