Julius came to Waddell & Reed, Inc. in 2009 and has over 15 years of experience in the financial services industry. Serving the Mid-South community, Julius offers an array of options to help clients plan for their future and manage their financial investments. Working together with his clients, he helps target their individual goals and then develops a customized plans designed to help clients work to pursue them.
Julius uses Waddell & Reed’s extensive collection of resources to deliver customized plans for his clients. Through frequent communication and continual assessment, Julius’ clients understand how their finances are being managed and that their individual needs are at the heart of the decisions along the way.
After graduating with a Bachelor’s of Science from Mississippi State University, Julius went on to earn his Master’s of Business Administration from the University of Memphis. Prior to his work at Waddell & Reed, he worked for a global financial services provider.
Julius currently lives in Germantown. When not spending time with his wife Jeanne, and two boys, he enjoys fishing, playing golf, and volunteering in the community.
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