Julie has over 25 years of experience in investments, research and portfolio management. She earned a Bachelor of Science in Management from Rutgers University and a Master of Science in Finance from Drexel University. Her career began at Kidder, Peabody in 1994. She subsequently worked for Dearden, Maguire, Weaver & Barrett, an independent Registered Investment Advisor, and in 2008, she joined Boenning & Scattergood as a Portfolio Manager and Analyst. She is a CFP® professional, who prioritizes her clients’ objectives, aligning her work and efforts with their desired outcomes and each one’s individual circumstances.
A Southern New Jersey resident, she was born and raised in Haddonfield, where she and her family still live. Her husband, also a lifelong Haddonfield resident and teacher, coached high school baseball for many years, as well as football and basketball through his tenure in the public school system. Now retired from public school, he currently teaches at a private K-8 school in New Jersey. They are the proud parents of three daughters, Caroline, Madeline & Brynn, with the youngest about to begin her junior year of college. All three girls are/were collegiate field hockey players and multi-sport athletes in high school.
Community has always been important to Julie, as evidenced by her involvement with many booster clubs and service organizations through the years. She enjoys spending time with her family and two dogs, being near any ocean and exploring new places.
Julie and Client Service Associate Lisa Schaub serve our client family from the Conshohocken branch.
Julie Bickel holds the Series 7, 63 and 65 registrations with LPL Financial.