Julia Alderson

About Julia

Julia Alderson provides direct service to clients, working alongside CWM’s financial advisers and portfolio managers on account management, trust administration, business development, and operations. Julia earned her BS/BBA degree (major in Finance, minor in Russian) at the University of South Carolina in Columbia, SC. She is currently studying to be a CERTIFIED FINANCIAL PLANNER™.

Julia serves as Vice President on the Board of Directors for the Lancaster County Virginia Education Foundation and was a member of the 2019-2020 LEAD River Counties class.

"Wealth is the ability to fully experience life." — Henry David Thoreau

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