Julia Connell

Julia M. Connell, CFP®

Vice President, Co-Head Of Office, Winchester

Julia Connell, Winchester, focuses on advising clients on all facets of financial planning at the Northern Shenandoah Valley - Winchester office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. In her role, Julia works with clients to bring understanding and discipline to people’s financial choices in their everyday lives.

Julia began her career in the financial services industry by working as the Chief Financial Officer for Jefferson Memorial Hospital. She also worked as a financial consultant to the healthcare industry and has extensive knowledge of medical practices in financial management. Julia joined Hoxton Financial, Inc. and continued with HFI Wealth Management as a partner and senior wealth adviser.

Julia is a graduate of Shepherd University with a Bachelor’s Degree in Business Administration with a concentration in Accounting. She earned her Master’s Degree in Business Administration from West Virginia University. Julia holds a Master’s Degree in Financial Planning from the College for Financial Planning in Denver, where she also completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program.

Julia is an active member in the community. She serves on the Board of Directors for the Leary Educational Foundation, the Shepherd University Foundation and the Community Foundation of the Northern Shenandoah Valley.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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