Julie Bray, CFP®
President & Wealth Manager
Julie is the President and a Client Wealth Manager at GW Financial, Inc. She joined Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the CERTIFIED FINANCIAL PLANNER™ designation. She and Glenn began succession planning after she passed the exam in early 2012. Julie acquired GWFC in June 2014. She continues to service the firm’s clients, operate the day to day management of the firm and lead the Investment Advisory Panel.
She previously served at Pacific Investment Management Company (PIMCO) working in the municipal bond arena helping ultra-high net worth families and clients. She also worked at Brown Brothers Harriman, in New York, as a Municipal Bond Trader. She served as a Portfolio Manager and Assistant Vice President.
Julie earned her bachelor of science degree in economics from Southern Methodist University in Dallas, Texas. She completed her Certificate in Financial Planning through University of California, Irvine.
Julie is active in the local chapter of the Financial Planning Association. She has served two terms as the Program Committee Chair. Her committee facilitates bringing in quality speakers to educate planners and affiliates on important and relevant financial planning issues. Julie is a member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care. Julie also lends her expertise and presents at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993.
Julie and her husband Paul live in Reno, Nevada with their two children and two dogs. They are always planning for another adventure be that surviving the weekend, snowboarding at Mt. Rose, snorkeling in Hawaii or traveling to visit family in England. They have traded in century bike rides, triathlons and marathons for teaching their kids to ride bikes, playing in the pool and searching for work/life balance.