Julie Waitman

CSCP®, IACCP®, MPAS™

Senior Vice President, Chief Compliance Officer

When she first interviewed at Verus, “I had this incredible peace that this is where I was supposed to be,” Julie Waitman says. She’s been with the firm since that day in 1998 after starting her career in the fast-paced environment of a trading-room floor. For Julie, culture is the most important aspect of life at Verus. “We are a team committed to helping others at all costs and moving our firm, and our clients’ lives, forward,” she says.

As Verus’s senior vice president and primary adviser, she helps clients identify and plan for the future that is important to them. In addition, she is an IACCP in Richmond, managing the firm’s compliance program as its chief compliance officer. Julie keeps up to date on all federal security regulations to ensure that the firm, already diligent about compliance rules, is always practicing in absolute accordance with the law.

Julie holds a bachelor’s degree in finance from Virginia Commonwealth University, has completed the College for Financial Planning® Certification Professional Education Program, and holds a Master of Science, Personal Financial Planning degree from the College for Financial Planning®.

When she’s able, you’ll find Julie in the kitchen, garden, or enjoying fishing in the Outer Banks, NC, with her husband, Tommy. A Richmond native, Julie is a member of Westover Episcopal Church in Charles City, Virginia.

Julie holds the following designations and memberships:

Former Member, Financial Planning Association of Central Virginia
Member, Investment Adviser Association
Member, National Society of Compliance Professionals
Certified Securities Compliance Professional (CSCP), National Society of Compliance Professionals
Investment Adviser Certified Compliance Professional (IACCP®), NRS
Verus Investment Policy, Leadership and Executive Committees
Life and Health Insurance Consultant license in Virginia
Master Planner Advanced Studies TM (MPAS®)