Julia Davis, CFP

Julia Davis serves clients and prospects of Northern Trust within the Foundation & Institutional Advisors (FIA) team. In this role Julia works with tax exempt organizations including foundations, endowments and institutions to develop comprehensive, customized and innovative solutions. Services include education, training, investment management, performance reporting, and custody services.

Julia joined the firm as a Senior Associate in Fort Worth in 2019 and has spent time educating partners on the Goals Driven Wealth Management. Prior to joining Northern Trust, Julia worked as an analyst for the J.P. Morgan Private Bank.

Julia is currently a member of the TCU Clark Society and the Bass Performance Hall Young Patrons Club. She is an active member of the Junior League of Fort Worth and was the 2024 Treasurer on the Grand Entry Gala committee. She was named Young Professional of the Year in 2021 by the Fort Worth Chamber of Commerce.

2019

Julia studied Political Science and Economics at Texas Christian University where she was highly involved in her sorority, Kappa Kappa Gamma, and student government. In 2021, after a year of intensive study, she earned the CERTIFIED FINANCIAL PLANNER™ certification.

Julia also maintains her FINRA Series 7 and 63 Securities Licenses.