Julie McCormick

 

Julie McCormick is the Director of Operations for Dominguez Wealth Management Solutions.  She is responsible for managing the firm’s books and records, vendor relationships, and client communications.  Finally, Julie deputizes the chief compliance officer by ensuring the firm remains administratively compliant on a daily basis.

 

For the past nine years, Julie worked as an operations analyst for Travelers Insurance.  She has over twenty years of customer service and operations experience.  

 

Julie loves to read, travel, and watch golf.  When not at the office, you can find Julie spending time with her eleven nieces and nephews or cheering on the Yankees and Green Bay Packers.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

 

Dominguez Wealth Management Solutions is a Registered Investment Advisor

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Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252

 

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