1. BIOGRAPHY OF JULIE LANDRY-MOELLER
Julie finds it especially rewarding to help clients who are retired or are
preparing to retire in the near or distant future. Julie also has a passion for
helping “Women in Transition”, those women that have lost their spouse or
are divorced. By listening to her clients she creates a financial plan at a time
when financial matters may seem overwhelming.
Julie has worked in the financial and banking
industry for 27 years in numerous positions.
In 2003, Julie acquired her Series 7 securities
registration and spent the next four years
working at AmSouth Investments Services in
Ocala, Florida. She was then promoted to
Vice President as a Private Banker where she
flourished for five years, receiving the
Chairman’s Club Award three years in a row.
In addition to her securities registration, Julie
has her Florida State license in Life Insurance
& Annuities.
Julie Landry-Moeller was born and educated in Rugby, England. She moved to the
UnitedStatesin1983andhasnowlivedinFloridaformostofherlife. Julieisblessed
withasupportivehusband, Craig,andtwowonderfulchildren, Kerrieand Brice. She
loves being a grandmother of two, and enjoys travel, reading and living a healthy
lifestyle.
978 Del Mar Drive
The Villages, FL 32159
Office: 352-259-8498 | Fax: 352-259-8495
www.SynergyWealthAlliance.com
Investment Advisor
Representative