Julie Jefferis Abdo

About Julie

Julie Jefferis Abdo, vice president, is a wealth advisor with William Blair Private Wealth Management, where she partners with clients to build thoughtful, long-term financial strategies aligned with their goals and values. She specializes in long-term growth strategies, helping clients navigate complexity with clarity and confidence. Julie is especially skilled at guiding clients to make calm, informed decisions during periods of market volatility.

Julie knows trust is earned and works hard to cultivate her clients’ trust by listening carefully, communicating transparently, and acting consistently in their best interests. She meets clients where they are with empathy and understanding, embracing a coaching mindset that emphasizes education, financial literacy, and empowerment. Julie is committed to helping clients feel informed, supported, and confident at every stage of their financial journey.

Before joining William Blair, she worked as a financial advisor with Stifel for over three years, where she developed deep expertise in wealth management while reinforcing the importance of disciplined, goal-focused investing. Before her time as an advisor, Julie worked at Brighthouse Financial in its long-term care channel, managing a team of internal wholesalers. Julie earned her bachelor’s degree from Xavier University and her M.B.A. from Wake Forest University, combining a strong academic foundation with practical industry experience.

In her time outside the office, Julie is an avid fisherman and boater. She enjoys reading, running, and spending time with family and friends. She and her husband live in Fort Myers, Florida, with their son.