Julie Garber

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Title: Vice President, Senior Wealth Planning Strategist at BMO Harris Wealth Management
Education: Duquesne University School of Law, Allegheny College
Location: Naples, Florida
Expertise: Estate Planning, Taxes, Wealth Management, Financial Services
  • VP at BMO Wealth Management
  • Former private practice estate planning attorney
  • Entered the financial services industry as a senior trust officer at BMO Wealth Management in Naples, Florida 
  • Received J.D. from Duquesne University School of Law, and has a bachelor's in biology from Allegheny College

 

Experience

Julie Ann Garber is an estate planning and taxes expert with over 25 years of experience as a lawyer and trust officer. She is also a Certified Financial Planner (CFP). Her career arc spans tenures as a lawyer at private firms to her current position as a vice president at BMO Harris Wealth Management.

As a seasoned expert in wealth management, law, and financial services, Julie has been quoted in leading publications such as The New York Times, the New York Post, Consumer Reports, and Insurance News Net Magazine, and many others.

Julie is also a contributing author to several texts on the subject of estate planning, including "The Pocket Guide to Trusts & Estates," "Estate Planning Strategies: Collective Wisdom, Proven Techniques," and "Estate Planning Client Strategies."

Education

Julie attended Duquesne University School of Law in Pittsburgh and received her J.D. in 1994. She was admitted to the bar to practice law in Pennsylvania in 1994, in Maryland in 1995, and in Florida in 2002. Julie also attended Allegheny College and received her bachelor's degree in biology in 1988. She graduated magna cum laude, Phi Beta Kappa. 

About The Balance

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