Julie Chapman
“I love getting all the information that I need to help the client, and I love speaking to clients on the phone to get the job done. I want to make them feel comfortable and relaxed and let them know we are taking care of everything they need.”
At Dynamic Wealth Strategies when we think about processing, we think execution. Julie plays a key role in making sure that accounts get opened and funded and that servicing requests are processed efficiently. She joins DWS with years of experience processing client requests to enhance overall productivity of the team. “I don’t let anything sit and wait,” she says. “I want the client to know we are taking care of everything they need.” Because of this, Julie has been consistently recognized for outstanding contributions and commended for perseverance, efficiency, and project management skills throughout her career.
Julie credits her southern roots with her ability to listen to clients, to understand their needs, and to efficiently address their questions. Born and raised in New Orleans, Julie moved to Dallas after working for a major motion picture company. Prior to joining DWS, she began her financial services career in the life and health insurance industry with Guardian in Dallas. Upon joining DWS, Julie noted, “I was so impressed – your training is outstanding. You’re very comfortable, I like that you’re very at ease. It makes me feel good.”
During off hours, Julie enjoys movie and Netflix nights, and she has brown belt in martial arts! She has worked for leading financial institutions including, LPL Financial, Fidelity, Raymond James and TD Ameritrade. Julie holds a Life, Accident and Health Agent License and is a certified Notary Public for Texas.