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Connect With a Tailored Wealth Advisor
Julia Truss
Assistant Vice President/Investment Officer
Portfolio Manager II
Credentials
- Chartered Financial Analyst (CFA)
Work-related Experience
- 10 years of portfolio management experience
Specialty
- Portfolio Management (including High Net Worth Individuals, Personal Trusts, Foundations and Endowments)
Professional and Community Affiliations
- CFA Society of Alabama | Member
Locations:
Birmingham, AL
Office Phone: 659.204.6665
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