Julie UgaleJulie Ugale

Senior Client Service Associate
Phone: 415-538-5709

Julie oversees all operational and administrative activities. She works closely with our clients, overseeing their needs on a daily basis. She prides herself on providing efficient, high-quality client service.

Before joining our team, Julie started her career in the financial services industry in 1991. She spent 20 years with Charles Schwab providing operational support to retail clients. Her drive to continue her education led her to positions in various departments within the industry. During her career, she provided support in Retirement Services, Tax Reporting, Alternative Investments, Portfolio Management and Cash Control. Her extensive experience, dedication and enthusiasm are obvious when working with our clients.

Julie has lived in the Bay Area for over 30 years. Originally from the Philippines, she moved to Miami then San Francisco after living in Sweden for 3 years. She speaks fluent Tagalog and some Swedish. Julie loves to travel and has been to more than 50 countries and counting. She is pro-active with various philanthropic causes, and helped build a pre-school serving 75 unprivileged children in the Philippines. She has two children and two grandkids that she spoils as much as possible. She is also a Military Veterans Mom and part of the Blue Star Mothers organization. In her spare time she enjoys attending live music shows and festivals around the Bay Area with her husband Ray.

Raymond James is not affiliated with any organizations mentioned.