Julie Smith

Julie Smith



BS in Accounting, Villanova University

Joined Us In:


I’ve always had a passion for banking, forecasting, and budgeting…

My Story

I’ve always had a passion for banking, forecasting, and budgeting, and I decided to major in accounting so that my job options would always be open. I chose to attend Villanova for its strong finance department, study abroad program, and basketball team. Aside from six months studying in Sydney, Australia, I’ve lived in the Philadelphia area my entire life.

After graduating from Villanova, I joined the herds of accountants headed to the “Big 4,” and I worked in the audit department at Deloitte for five years. I earned my CPA and spent most of my time auditing banks and financial institutions.

I left Deloitte for the industry side and worked for Cohen & Company for five years, where I learned a lot about the CDO and equity business and was a key contact for the company’s auditors.

By late 2011, I had two small children and decided to take some time to spend with them. During that time, I became the CFO of our household and the treasurer of various groups in my area.

Flashforward to 2017, and I am happy to be back in the workforce as the Controller at Concentus Wealth Advisors.

My Certifications/Licenses

  • Former Certified Public Accountant (CPA)

My Prior Experience

Began my career working for Deloitte in Philadelphia in the audit department. Then worked at the financial institution, Cohen & Company, as the Vice President of Treasury.

My Family

Married with three children. Currently living in Chester Springs, PA.

My Favorite Quotes

“Don’t count the days. Make the days count.” – Muhammad Ali

“Believe you can and you are halfway there.” – Theodore Roosevelt

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.