Julie Steele serves as Manager of Client Services for Whitwell & Co., LLC.
She assists with servicing client accounts, opening accounts for new and existing clients, performing accounting duties and providing support to the entire Whitwell Team.
Prior to Whitwell & Co., LLC, Julie worked in the banking industry servicing mortgage, construction and commercial loans. She has also worked for an Insurance Broker as a licensed Personal Lines Insurance Representative. Six years ago, her family moved from Little Rock, Arkansas to Lantana, Texas and feels like this is home.
Julie lives in Lantana with her husband of 18 years and three kids. When Julie isn’t working, she enjoys volunteering in the community. She has served on the PTA Board for the last 6 years serving in multiple roles such as the Treasurer, Membership Chair and Secretary. She also enjoys her time at the gym, watching TV and spending time at the ballfields where all three of her kids are involved in baseball and softball.
Julie grew up in rural central Nebraska where her parents farmed corn and soybeans. She is a diehard Nebraska Huskers Fan and attended the University of Nebraska at Lincoln where she received her Bachelor of Science in Management and Finance.