Julie Maxwell

Julie L. Maxwell
Vice President/ Wealth Management
Account Executive

tel: (215) 665-6212






Prior Experience

  • Head of Tax Reporting & Cost Basis department at Janney (2017-2019)
  • Licensed member of the Pennsylvania and New Jersey Bars


Primary Team Functions

  • Oversees the team’s operational processes
  • Liaison to Accountants and Attorneys on Tax and Estate matters
  • Assists with retirement income planning

Community Involvement

  • Treasurer and Founding Member, Toastmasters local chapter
  • Member, Back on My Feet Broad Street Run Fundraiser
  • Heron Society Member – William Smith Athletics

Mark R. Eskin l  Edward S. Blumenthal  l  Christopher Borden
Elizabeth Hines  l  Marianne McGovern l Julie Maxwell 

Donna Hamilton  l  Devin Lancit l  Patricia Lombardo