Julie Glauninger is a Wealth Management Advisor at Baystate Financial. She works with an array of clients ranging from corporations to private clients and tailors her advice to meet their specific needs. A student of the financial markets, Julie is passionate about educating her clients on finance, especially women. She is frequently invited to speak at conferences and to private groups on financial topics.

Julie has worked in financial services for over three decades and has a seasoned professional’s breadth of knowledge in financial services. She started her career on the Merrill Lynch NASDAQ trading desk in lower Manhattan. After several years there she transitioned to Institutional Equity sales, ultimately running the Bank of America Securities Equity sales desk in Boston.

A noted achievement, Julie was the first woman to run an institutional equity desk at a top 10 firm.

Julie is a graduate of Bates College, BA Economics, and earned an MBA from the Haas School of Business at UC Berkeley. She holds her Series 7 and 63 licenses, as well as licenses in Life, Health and Accident insurance.

Julie and her husband Mat raised their three adult children in Winchester before moving to Boston as empty nesters. They enjoy summers at their home in Chatham boating, golfing and entertaining family and friends. Julie is deeply involved in both communities. She serves on non-profit boards, supports women and children’s advancement through her charitable works and is a valued member at numerous clubs in Boston and Chatham. Julie’s service to clients is enriched by her professional and personal experiences and her deep respect for planning for all of life’s possibilities. 

Education

Bates College, BA Economics (1986), Haas School of Business at UC Berkeley, MBA (1992)

Hobbies

boating, golfing and entertaining family and friends