Julie Williamson-Bresset is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in South Florida. Julie works closely with individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, she strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Julie looks to combine technical insight and acumen with an unwavering commitment to client service. She integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Julie believes that each client’s wealth framework should be as unique as his or her situation. He incorporates multiple factors within his approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Julie is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.
Julie has worked in financial services for over 25 years. Prior to joining Bank of America Private Bank, Julie was a wealth advisor with Truist (SunTrust Bank/BB&T). Previously, she was a Private Banker with Well Fargo Bank, N.A., MetLife Resources, Mercantile Bank, Morgan Stanley, Union Planters, Bank United and Bank of America. She earned her Bachelor of Business Administration with Honors from Trinity College & University.
Active in her community, she currently serves on the boards of ArtServe as Board President, Junior Achievement of South Florida, and World Aids Museum.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.