Senior Relationship Manager, Schwab Charitable
Julia Reed is Senior Relationship Manager at Schwab Charitable. Julia serves the registered independent advisor and family office community on the West Coast. She has provided charitable planning consultation and resources to wealth management professionals and their clients for more than a decade.
Julia is a subject matter expert on all aspects of effective philanthropy, including complex assets, legacy planning, and social impact strategy.
Julia has spent more than 15 years in the financial services industry, working on two security exchanges and in private wealth management. She holds a BA in Business Administration from John F. Kennedy University.