person with brown hair and bangs standing in front of green landscape

Julie Ann Garber, J.D.

J.D.
expertise
Estate planning, Financial services
currently
Vice President, Senior Trust Officer
education
Duquesne University School of Law, Allegheny College

Highlights

  • A private practice estate planning attorney with 18 years of experience in the field
  • Entered the financial services industry as a senior trust officer at BMO Wealth Management in Naples, Florida 
  • Began practicing law in the Washington, D.C. area in 1995 and moved into banking in January 2014
  • Received J.D. from Duquesne University School of Law, and has a bachelor's in biology from Allegheny College

Experience

Julie Ann Garber is an estate planning and taxes expert with over 25 years of experience as a lawyer and trust officer. She received her J.D. from Duquesne University School of Law, and also is a Certified Financial Planner.

After serving as an estate planning attorney for various companies, Garber turned her attention to financial planning. She is now the vice president and a senior wealth planning strategist at BMO Wealth Management. In the past, she has written for and been quoted in several publications, including The New York Times, the New York Post, Consumer Reports, Insurance News Net Magazine, and many others.