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239-598-0388

Background- Julie Farah is a Senior GenSpring Region Trust Advisor with Truist Wealth.  She offers clients more than 26 years of experience with trusts and estates, as an attorney and as a trust advisor, and 9 years of prior accounting experience.

As integral part of the client’s wealth management team at Truist, Julie helps clients manage their wealth and achieve their goals by identifying wealth planning opportunities involving trusts, insurance, and tax-driven and asset protection entity structures. She develops comprehensive financial and estate plans and oversees implementation of those plans. Julie maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to her clients.

Education- Julie holds a Bachelor of Business Administration in Accounting, a Doctorate of Jurisprudence, and a Master of Laws in Taxation. In addition to being an attorney licensed by the State Bar of Texas, Julie is a Certified Public Accountant and is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. More recently, Julie obtained her CERTIFIED FINANCIALPLANNER™ certification.

Community Involvement- Julie is the Treasurer for The League Club, a charitable organization of women. She is also a member of the local chapter of the Estate Planning Council. Over Julie’s career, she has served on boards in many capacities, including as Treasurer of the Disability and Elder Law Attorneys Association, an Advisory Board Member of the Assistance League, volunteer at her local animal shelter, and Finance Council Member, Outside Board Representative, and Planned Gift Chairman at The Junior League

Personal Interests- Julie enjoys cooking, swimming, traveling, scuba diving, enjoying time with her family and playing with their dogs.