Prior to joining Wintrust Wealth Management, Julie Mcfalls spent eighteen years in the financial industry. She spent several years in banking and lending, making the switch to investments in 2008. Her primary focus is on wealth planning and assisting clients with life transitions. She currently holds her Series 7, 31, 65 and 63 FINRA registrations and Variable Annuities, Life and Health licenses.

Julie was born and raised in Naples, Florida. She attended Hodges University, studying Business Administration and Economics. She is an avid equestrian, has a passion for rescuing animals, and enjoys spending time with her husband and three children.