Julie Smith

Julie Smith, CPA

Senior Wealth Consultant

Tulsa, OK

As a senior wealth consultant, Julie uses her more than 25 years of experience to focus on building relationships and connecting prospective clients with advisory teams.

Julie began her career as a commercial oil and gas lender with Bank of Oklahoma, and she served in various roles in her nine years there. She was director of investor relations for Vintage Petroleum in Tulsa before she provided investment management, wealth advisory and banking advice at JP Morgan. Before joining Mariner Wealth Advisors, Julie was a senior vice president in commercial lending at F&M Bank.

Julie is a Certified Public Accountant and has also served as a full-time accounting and finance professor at Oral Roberts University. She serves on the board development committee for the Girl Scouts of Eastern Oklahoma and sits on the finance, investment, planned giving and audit committees of the Tulsa Ballet board of directors. She has volunteered for and has supported the University of Tulsa, Tulsa Area United Way, Rebuilding Tulsa, Tulsa Public Schools, Holy Family Cathedral and Jenks Public Schools.

Julie has a bachelor’s degree in advertising/public relations and journalism and a master’s of business administration, both from the University of Tulsa. She also has passed the Series 66 exam.