Julie McCormick, CDFA® RICP® CFP®
VP – Wealth Management and Financial Planning
2404 Forest Drive, Suite 240, Des Moines, Iowa 50312
Julia is a dedicated financial planner, mom of three boys, and a firm believer that having a financial plan can improve your quality of life. In her collaborative divorce practice, she acts as a financial neutral, working diligently with her clients and their attorneys to help make what could be the biggest financial decisions of their lives.
Ms. McCormick started her financial advising career at Principal in 2014 and soon after obtained her Retirement Income Certified Professional® and Certified Financial Planner™ designations. Julia moved to LW Advisors in Spring of 2018. In addition to her work as a financial planner, she has been a board member of the Civic Music Association and Des Moines Leadership Network. As a professional musician, she is a substitute violist in the Des Moines Symphony.