Julie Alcala is a Senior Wealth Strategist for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs.
Julie has more than 20 years of experience in the financial services industry. Julie works with high-net-worth families, business owners, corporate executives, foundations, and endowments in the review of investment and spending policies and wealth planning issues such as cash flow, risk planning, charitable planning, estate planning, and income tax planning. Her previous experience includes serving as the director of wealth planning for William Blair. Earlier in her career, she worked in public accounting at Deloitte and Andersen serving high-net-worth individuals.