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Julie Bonvillain, CFP

VP, Director of Financial Planning


  • 14+ years industry experience
  • Planner at Brostrom and Berlin Wealth Management (Ameriprise)


  • University of Maryland Global Campus BS Finance; Minor Personal Financial Planning

Licenses, Designations, Memberships


Lives in Virginia with her Boxer pup (Vonnie). She has four grown children, two boys and two girls. Enjoys hiking, biking and visiting museums. Julie also loves to help others, and is volunteering her time helping those in need with comprehensive financial education on a pro bono basis.