Julie Knight, CFP®, CLTC®, CDFA®, has always been good with money and she’s passionate and energetic about financial planning. After finishing her MBA in Australia and living abroad for seven years, the Lehigh Valley native moved home, and at Janney Montgomery Scott, LLC, she’s found her perfect career. “I’m the poster child for preparedness and have goal-setting in my DNA,” she says.
Knight’s focus is on comprehensive financial planning for families with a multigenerational impact. Her disciplined planning process incorporates investment management, retirement and social security planning, wealth transfer and legacy planning, estate planning advice and long-term care and life insurance planning. Establishing a trusting relationship is key to Knight’s ability to customize advice that suits her clients’ unique goals and circumstances. She does this with listening, patience and a genuine concern for their well-being.
“I can help people with a really complicated subject and have a long-lasting positive impact on their longevity and legacy,” she says. “I aim to deliver results that make every client a raving fan.”