Do you ever feel unsettled as to whether you are on track towards your goals?

Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!


About the Host

Julina L. Ogilvie, CIMA® CPWA®Profile Photo

Julina L. Ogilvie, CIMA® CPWA®

Partner | Wealth Advisor

Julina manages wealth for high net worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.

Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She is recognized for her outstanding achievements and serves as a mentor for young women entering the business. Julina is an avid skier and triathlete.

Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney and two dogs Mudd and Sierra.

Education & Certifications
Colgate University
Certified Investment Management Analyst®
Certified Private Wealth Advisor®