When she first interviewed at Verus, “I had this incredible peace that this is where I was supposed to be,” Julie Waitman says. She's been with the firm since that day in 1998 after starting her career in the fast-paced environment of a trading-room floor. For Julie, culture is the most important aspect of life at Verus. "We are a team that is committed to helping others at all costs and moving our firm, and our clients' lives, forward," she says.
As Verus’ senior vice president and chief compliance officer, Julie manages day-to-day operations and keeps up-to-date on all federal security regulations to ensure that the firm, already diligent about compliance rules, is always practicing under the absolute accordance of the law.
Julie holds a bachelor’s degree in finance from Virginia Commonwealth University and has completed the College for Financial Planning® Certification Professional Education Program. When she’s able, you’ll find Julie in the garden and juggling the lives of her three (very active) children and husband, Tommy. A Richmond native, Julie is a member of Westover Episcopal Church in Charles City, Virginia.
Julie holds the following designations and memberships:
Member, Financial Planning Association
Accredited Investment Fiduciary® professional designation from Fiduciary 360
Member, National Society of Compliance Professionals
Certified Securities Compliance Professional (CSCP), National Society of Compliance Professionals