Julie Fitch office manager

Julie Fitch - Director of Client Services


Beginning as an Executive Assistant for Justin and Jim in 2016, Julie Fitch has become an invaluable member of the Heritage Business Advisors team. Julie handles primary roles is to oversee our clients’ care.

Julie grew up on the Gulf Coast, loving the salty air and spending her days on the water. Since then, she spent two years traveling the country and visiting nearly every state. Julie holds a Bachelor’s Degree in English and a Master’s Degree in Secondary Education. She has a long history of customer service and has held many customer-facing positions, ranging from Office Supervisor for a private institution in Florida to a Client Relations Concierge at a financial planning firm in Connecticut.

Her years on the road gave Julie a love for traveling and a greater appreciation for the beauty and diverse cultures of our nation. After becoming a mother, Julie worked part-time, spending several years homeschooling her three children. Although Julie says she is passionate about music, travel, fitness, bargain shopping, and organizing, it’s her three children that are her pride and joy!


Did you know:
Julie was once a professional recording artist?

Next Steps...

If you are ready to work with Heritage Investors, contact Julie today.