Julie Fuller, CPA, CFP®

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Julie Fuller is a wealth management financial advisor based in West Des Moines, IA.

She joined CAPTRUST in 2022 from Generations Wealth Management and has been in the industry since 2009.

Julie co-founded Generations Wealth Management with CAPTRUST colleague Michelle Mahoney. They built their firm by providing an array of services, including family office, investment management, life and long-term care insurance, as well as philanthropic planning. She holds a Bachelor of Business Administration degree in accounting from Iowa State University in Ames, Iowa, and the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA).

Julie is a former college athlete and outside of work enjoys coaching and watching her four daughters compete in athletics. Julie is involved with the youth program at her church and is the current Treasurer for Healthy Birth Day, Inc. She has served on the finance committee of the Greater Des Moines Community Foundation and was a longtime Board member and Treasurer for the WDM Girls Softball Association.

Education

  • Bachelor of Business Administration degree in accounting from Iowa State University

Industry Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • NAPA Top DC Advisor Team | 2024 (CAPTRUST West Des Moines)

Resources

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