Julie Chapman

Julie has been with Strategic Wealth Planning since 2003 managing operations and client relations. In 2009, Julie helped establish Strategic Wealth Planning as a Registered Investment Advisory firm (RIA). Shortly after, the firm formed the SWP Investment Committee where Chapman has served as a member since its inception.

Chapman credits her southern roots with her ability to listen to clients, to understand their needs, and to efficiently address their questions. Born and raised in New Orleans, Chapman moved to Dallas in 1987 after working for a major film production company. Prior to joining Strategic Wealth Planning, she began her financial services career in the life and health insurance industry at the Guardian Dallas office.  Julie holds a Life, Accident and Health Agent License.