Julie Roth - Email & Phone Number

Wealth Manager at Monterey Private Wealth, Inc.

Julie Roth is based out of Monterey, California, United States and works at Monterey Private Wealth, Inc. as Wealth Manager.

Julie Roth's Contact Information

Julie Roth's Work email

j*****@monter***.com

Valid

Latest update

October 14, 2025

Location

Monterey, California, United States

Julie's current employer

Monterey Private Wealth, Inc.

Description

Website

montereyprivatewealth.com

HQ Location

Monterey, CA, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Monterey Private Wealth, Inc.

Frequent questions about Julie Roth

What company is Julie Roth working for?

Julie Roth works for Monterey Private Wealth, Inc..

What is Julie Roth's function at Monterey Private Wealth, Inc.?

Julie Roth is Wealth Manager at Monterey Private Wealth, Inc..

Where is Julie Roth based?

Julie Roth is based out of Monterey, California, United States.

What is Julie Roth's work email address?

Julie Roth's professional email address is j*****@monter***.com

Who are Julie Roth's co-workers?

Julie Roth's colleagues are Steve Merrell, Gary Alt, Mark Kooiman, Hannah Rogge, Ken Petersen, Hannah Fortunato, Zach Harney, Spencer Lloyd.

Julie's co-workers

Co-Founder/Chief Investment Officer

Co-founder and Chief Financial Officer

Sr. Wealth Manager

Hannah Fortunato

Advisor Support/Operations Assistant

Financial Advisor

Financial Advisor

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