Integris Welcomes Julia Wood

Integris Wealth Management is delighted to have Julia Wood officially join us as our newest Client Service Associate.

In her role, Julia works closely with our advisors to provide operational support by helping clients with fund transfers, new accounts, account maintenance, processing issues, clerical reviews and more.

Julia earned a Bachelor of Science in Business Administration with a concentration in Financial Planning from California State University, Monterey Bay. As the first recipient of the Integris Wealth Management Scholarship back in 2024, Julia was introduced to the firm while pursuing her studies in the Financial Planning track. Upon accepting her scholarship award, she had the opportunity to meet the team and learn more about Integris’ mission, values, and preview the firm’s client-first culture.

Julia later received an invitation to participate in Integris’ internship program and became an intern, gaining hands-on experience supporting clients and working alongside advisors. Her positive experience as an intern ultimately inspired her to pursue a full-time role with the firm.

Looking ahead, Julia is focused on growing her knowledge of the financial services industry, building meaningful relationships with clients, and becoming a trusted resource for both clients and colleagues. She is also pursuing her Series 65 license as part of her ongoing professional development.

Welcome to the team, Julia!