Julie Ellis

Branch Operations Manager

Being Branch Operations Coordinator of fi-Plan Partners, Julie’s main goal is to insure the client receives “our five star service” on all levels.

Julie graduated from the University of Alabama with a Bachelors of Art in Communications with a central concentration in Public Relations. She also minored in Computing Technologies and Informational Sciences. While at the University of Alabama Julie was part of the Student Government Association that made critical decisions to ensure a positive life on campus. She was also a member of Kappa Kappa Gamma sorority.

After graduating Julie began her career in financial/brokerage services. With 5 years experience she is a vital part of the fi-Plan Partners team as our Operations Coordinator working with Chris Davis in developing our client experience with different types of communication, education and special events.

Julie and her husband, Jared, both former athletes, enjoying running and watching sports.

Contact Julie: Email here or call (205) 989-3498.