Julie Babcock, CRPC® Senior Registered Client Relationship ManagerJulie is a Senior Registered Client Relationship Manager at Snowden Lane, where she handles all administrative and day-to-day operations with personal care and first-class service. Julie joined Snowden Lane from Merrill Lynch and has over 32 years of experience serving clients in the financial services industry. Often the first point of contact, she assists clients with a wide breadth of daily needs, ranging from cash needs, statement reviews, client account access, to assistance with banking, credit and lending services. She holds the Series 7, Series 66, and Series 31 financial licenses and the designation of CRPC® (Chartered Retirement Planning CounselorSM). During her time at Merrill, Julie obtained her CSNA (Certified Special Needs Advisor) designation, an internal Merrill Lynch program requiring curriculum, test, completion and certification on Merrill Lynch University. For fun, Julie loves playing pickleball and has started playing in competitive tournaments. Julie lives locally with her daughter Janeal.
The LaMothe-Gonzalez Group