For over 20 years, Julie Bowder has been involved in the financial industry, starting with accounting and insurance services, and adding financial and investment strategies to round out her expertise. She specializes in investment strategies, investment reviews, retirement plan setups, and tax deferral analysis.
Capitalizing on her two decades of experience, Julie has honed her customer service skills, holistic financial strategies, and quick completion of tasks. Helping her clients feel confident about retirement is the best part of the job for Julie.
Julie graduated Cum Laude with her bachelor’s degree in business administration from the American International College in 1998. She earned her Series 6 & 63 in August 1999, Life and Health Insurance license in December 1999, Enrolled Agent in July 2001, Notary Public in 2012, and Property & Casualty Insurance license in January 2019.
Julie, and her husband Derrick, have two children and live in Ware, Massachusetts, where they enjoy walking down the street to see a farm, hiking in the woods, or visiting Quabbin Reservoir close by.
Julie and her family enjoy going for hikes, fishing, and gold panning. Julie loves animals and has several dogs and cats, and dreams of opening a rescue.