Julee R. Sarto, AIF®

Julee R. Sarto, AIF®

Private Wealth Advisor

Julee is a native of Michigan and graduate of Ludington High School. She received her Bachelor of Arts from Hope College in 1992 and began her career in the financial services industry with a large regional firm in Detroit. Julee moved back to the Ludington community in the year 2000 and has been a financial advisor and active community member since. Julee and her husband Dan have 6 wonderful kids ranging from the age of 12 to 23. In addition to working with her clients and spending time with her very busy family Julee loves cooking and working in her garden.

Through the team at Executive Wealth Management Julee can continue to offer the personal service to her clients she is so proud of. The resources at EWM enhance these services through the unique approach to asset management, financial planning tools and support team of advisors and client associates. Julee became an Accredited Investment Fiduciary in 2015, which allows her to work with employer-sponsored business plans in a specialized capacity to assist them in maneuvering the ever-increasing complex world of regulations.


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