Julie C. Mullikin, CFP®, CTFA

Julie is a trust and wealth advisor based out of Greenville, SC. She has more than 18 years of experience in wealth management, personal trust and holistic financial planning. Julie has worked in financial services since 1997. 

Prior to joining Pinnacle in March of 2020, Julie served as the Wealth Team Director for BB&T in Coastal South Carolina and Georgia. She earned her Bachelor of Science Degree in Economics from Clemson University, has a Certified Trust and Fiduciary Advisor designation and is a Certified Financial Planner (CFP®) professional. 

Julie and her family are active members of the community and attend Buncombe Street Methodist Church. Julie serves on the Buncombe Street Methodist Church Endowment Fund Board and the Greenville Area Parkinson’s Society Board as the acting Treasurer.  She also volunteers with Our Lady of the Rosary School PTO.