Julie O'Connell Roberts

Operations Manager

Julie joined Evergreen Wealth Strategies in August of 2014 after moving back to St. Louis from Chicago, IL. As Operations Manager, Julie is an integral part of the complete team planning process and office management. She assists clients in many ways, including phone and email correspondence, scheduling client meetings, and greeting visitors to Evergreen Wealth Strategies. Behind the scenes, Julie assists advisors and staff in the preparation of client reviews and paperwork.

In 2005, she earned a Bachelor of Music degree from The University of North Texas, where she studied vocal jazz and music theory. The following year, she moved from Texas to Chicago to pursue music. Julie performed and taught private lessons, all while running a successful early childhood music school.

Julie’s love of the outdoors is fulfilled in the many hikes and camping adventures she enjoys with her husband and son and running. Along with explorations, she loves to be baking and cooking while having dance parties in the kitchen with her son.


Julie O'Connell Roberts offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone (314)-889-0594