Julie Price, a seasoned Certified Public Accountant (CPA), currently holds the position of tax director at Bluerock Wealth Management. In her role, she collaborates closely with the skilled wealth management team to strategically review and implement tax planning strategies tailored to each client’s overall financial objectives.
Prior to her tenure at Bluerock, Julie dedicated over twenty years to a regional accounting firm, specializing in providing tax compliance and advisory services to closely held businesses and high-net-worth individuals. Her career in public accounting began at the prestigious international firm Ernst & Young, where she made significant contributions to their Tax Consulting Group.
Julie’s academic achievements include a Bachelor of Business Administration in Accounting (summa cum laude) and a Master of Accountancy with a concentration in taxation from The University of Georgia (Go Dawgs!).
Outside of her professional pursuits, Julie is deeply committed to community involvement and family. She actively volunteers and serves on the boards of several charitable and community organizations. Often collaborating with her husband and two remarkable sons, she finds joy not only in navigating the meticulous world of taxes but also in the cherished moments spent with family and friends.
*Licensed not practicing