Acumen Wealth Advisors, LLC, an independent fee-based asset management and financial planning firm, announce it has hired Julie McLain as a private client relationship manager.
“With nearly 20 years of experience in client service, including 11 years helping multi-generational families with complex estate administration, Julie is a great addition to our team,” said Reese Veltenaar, wealth strategist and managing partner, of Acumen Wealth Advisors. “Every day we work alongside families to be intentional and purposeful with their portfolio and Julie’s arrival is a reflection of Acumen’s commitment to focus on clients as we grow together.”
Ms. McLain joins Acumen to develop and strengthen relationships with a focus on enhancing their client experience. She will serve as the personal point of contact for clients and assist with their various needs, process client requests, research and analyze financial information and deliver reports and presentations for client meetings. Ms. McLain will also collaborate with Acumen’s chief investment officer, chief compliance officer, and wealth strategist to coordinate resources of the firm for the benefit of the client.
Prior to joining Acumen, Ms. McLain was a trust advisor assistant and served as a liaison in coordinating all aspects of account management and maintenance from expenses and gifting to tax returns and estate administration. She earned a Bachelor of Science in Human Ecology from the University of Tennessee at Knoxville.