Badgley Phelps Wealth Managers has selected Julie Parisio Roy, CFA CFP as the firm’s next CEO, succeeding Steven Phelps CFA CIC, who served as CEO for 25 years.
Phelps will continue to remain fully engaged with the firm as CIO and a wealth manager.
Phelps joined Badgley Phelps in 1987 as an investment manager and quickly moved up the ranks. Under his management, Badgley grew to service more than 1,000 households and $5 billion in managed assets.
Roy joined Badgley in 2004 and has served as director of financial planning and a wealth manager, overseeing portfolios for high-net-worth private clients and striving to help clients find the perfect balance between enjoying their money and feeling secure in its longevity and legacy. She is a Barron’s Top 100 Women Adviser in 2022 and 2023, and 2022 RIA Intel Finalist for Financial Advisor of the Year.