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Julie Rose

Julie Rose

Executive Assistant

423-894-3882

423-899-6502

Julie@coxwealth.com

As an Executive Assistant, my role contributes to serving clients by ensuring they have a seamless and professional experience with our firm. I manage schedules, communications and meeting logistics so that clients receive timely responses and feel valued in every interaction.

On the team side, I act as a central point of organization and support. By handling administrative details, I free up leadership members to focus on their highest priorities. My goal is to improve efficiency so the team can deliver the best results to our clients.

I was first employed by CWM in 1993 while I was still in college and worked off and on for the firm through my college years as well as for a period of time after graduation. After taking several years off to be a stay-at-home Mom, I returned to CWM full time in 2014.

I hold a B.A. in Communication from the University of Tennessee at Chattanooga.

I have over 30 years of experience in administrative and executive support roles.