Julie Waitman
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’ senior vice president and primary adviser, she helps clients identify and plan for the future that is important to them. She also manages 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 of 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
- 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®)
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