Julia A. Davis, CPA, MPFP, CFP®
Home / About Us / People / Wealth Management Team / Julia A. Davis, CPA, MPFP, CFP®

Julia A. Davis


Julie, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 18 years of experience in wealth management and financial planning.  She joined the firm in 2001 and provides comprehensive, coordinated financial planning in all areas.  She also provides tax preparation services for many firm clients.  In addition, Julie assists with small business retirement plan selection, implementation, and monitoring performance of fund options.

She is an honor graduate of Georgia State University, where she received a BA degree in Accounting and a Master’s degree in Personal Financial Planning.  Julie is a Certified Public Accountant (CPA), and also holds the FINRA Series 65 license.

Julie is a native of Darlington, Pennsylvania.  She is married to Jim, and they have four children.  She is a member of the Atlanta Estate Planning Council.  Her outside interests include: playing with her dogs, Chi and Koa; traveling; and reading.

Important notice: you are now leaving Patton Albertson & Miller

By clicking continue, you will be taken to a site that is not affiliated with Patton Albertson & Miller and may offer a different privacy policy and level of security. Patton Albertson & Miller is not responsible for and does not endorse, guarantee, or monitor content, availability, viewpoints, products, or services that are offered or expressed on other websites. You can click the "Return to Patton Albertson & Miller" button now to return to the previus page, or you can close the new window after you leave.

Continue Return to Patton Albertson & Miller