Julie Moretz

Executive Assistant, Client Services

Julie has been employed with Moretz Wealth Management since January 2020. She joined MWM after her 32 year career with Wells Fargo, serving in various positions throughout her tenure. The last 9 years of her service with Wells Fargo, she held the position of Vice President, Call Center Sales Manager; leading the largest, most complex Sales Center within Wells Fargo Virtual Channels. She is originally from Alexander County and attended East Carolina University. She resides in Mooresville, NC with her husband, Garrett and their three sons; Kessell, Caleb and Noah.

Phone (704) 799-8011