Julia Roberts is responsible for providing support to each individual prospect and client. The Client Liaison acts as an intermediary between the company and the client to meet the client’s need for information, support, and assistance. Julia has been a part of the family business for years as she attended Mississippi State University. She graduated from MSU in 2020 with a Bachelor of Business Administration with a Minor in Marketing.
In her spare time, she likes to spend time with her friends and family, learn new things, and work on fun, creative projects with her Dad.
Email Address: email@example.com
Phone: (228) 388-2031
Roberts Wealth Management Team
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Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.
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Phone (228) 388-2031
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov
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