Director of Client Experience
Julie Schutt joined David Adams Wealth Group in 2017. Her role as Director of Client Experience includes assisting clients with appointment scheduling, marketing and communications, special events and webinars, and office operations. She provides a friendly, welcoming atmosphere to the office, and is the first contact many potential clients have with our team.
Julie is originally from Lebanon, TN. She graduated from Middle Tennessee State University with a Bachelor of Fine Arts, majoring in Graphic Design. Post-graduation, she began working in healthcare administration and jumped at an opportunity to move to California. After seven years away and transitioning to the financial services industry, she moved back to Tennessee in 2016.
Outside of work, Julie enjoys spending time with her husband, Jerad, son Hugo, and their pets Otto (German Shepherd) and Coco (a cat that thinks she’s a dog). She also loves reading, road trips, visiting the Southwest, and being outdoors as much as possible.