Julie Crotty is often the first voice clients hear when they call Nolan Wealth Management, and one of the most important. As Client Service Manager, Julie manages the details that keep every client relationship running smoothly. She handles new client onboarding and account setup, processes money movement requests, executes trades and portfolio adjustments as directed by the advisor, and keeps client records accurate and current. When a client has a question about their account or needs something handled quickly, Julie is usually the one who picks up the phone and makes sure it gets resolved.

Julie knows that the behind-the-scenes work is important. A retirement plan only works if the accounts, paperwork, and trades behind it are handled correctly and on time, and that is the part of the process Julie takes personally.

Why She Does This Work

For Julie, success is not measured in account balances. It is measured in moments: a client closing on a home, finally taking the trip they have been talking about for years, or retiring with the time and freedom to spend with family. She believes every client should not only reach their financial goals, but feel genuinely comfortable in the lifestyle those goals make possible, for years to come. That belief shapes how she approaches every phone call and every account she manages. Behind each request is a real person working toward something that matters to them, and Julie sees it as her job to make sure nothing falls through the cracks along the way.

Background

Julie joined Nolan Wealth Management in March 2020 as Client Service Manager. Before joining the firm, she spent several years building a strong foundation in client service and the financial industry. She worked as a Client Service Associate at Ameriprise Financial from 2016 to 2020, as a Sales Coordinator at Mesirow Insurance in 2016, and as an Account Manager at ThorntonPowell Insurance from 2007 to 2016. Across each of these roles, Julie developed the kind of careful, detail-oriented client service that now defines how she supports Nolan Wealth Management clients every day.

Education

B.S. in Marketing, Lewis University

Outside the Office

Julie and her husband Jon are raising two children, Alex and Cora, who keep the family busy with soccer and softball. When she is not at a sporting event or in the office, Julie enjoys traveling, reading, and spending time with her family.

Julie and her family are also passionate about animal rescue. Together, they foster dogs for a local rescue organization and have opened their home to more than 40 dogs over the past several years, helping each one find its way to a permanent family.