Julie A. Shephard

With over 32 years of experience in banking and financial services, Julie has been a valued member of the Bangor Wealth Management team since 2013, serving the Augusta, Maine area. Growing up in Farmingdale, Maine, where she still resides, Julie’s strong roots in the community and commitment to helping others have shaped her client-centered approach in wealth management. She studied Social Welfare and Child Development at the University of Southern Maine.

With a focus on providing personalized guidance, Julie works closely with clients to develop financial strategies that support their unique goals. Her decades of experience allow her to offer valuable insights and solutions for both short-term and long-term financial security.

Outside of work, Julie enjoys spending time with her family — her husband, Neal, their three daughters, Sarah, Tamara, and Leah, and her four beloved grandchildren. For clients seeking an experienced, community-minded wealth advisor, Julie offers trusted financial support and a personalized approach. Connect with Julie today to explore wealth management strategies that align with your financial future.