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4 min read

New Member Profile: Julie McCormick

By NAIFA on 6/13/21 10:29 AM

Julie McCormick, CFP is a new NAIFA member, joining in April 2021. Julie practices with Continuum Planning Partners in Brentwood, TN. Although Julie has her investment and insurance license, she states that her specialty is financial planning as a whole.

Topics: Advisor Today

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