Julie Garber J.D., CFP Expertise: Estate Planning, Taxes, Wealth Management, Financial Services Title: Vice President, Senior Wealth Planning Strategist at BMO Wealth Management Education: Duquesne University School of Law, Allegheny College Location: Naples, Florida Highlights VP at BMO Wealth ManagementFormer private practice estate planning attorneyEntered the financial services industry as a senior trust officer at BMO Wealth Management in Naples, Florida 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 is also a Certified Financial Planner (CFP). Her career arc spans tenures as a lawyer at private firms to her current position as a vice president at BMO Wealth Management.As a seasoned expert in wealth management, law, and financial services, Julie has been quoted in leading publications such as The New York Times, the New York Post, Consumer Reports, and Insurance News Net Magazine, and many others.Julie is also a contributing author to several texts on the subject of estate planning, including "The Pocket Guide to Trusts & Estates," "Estate Planning Strategies: Collective Wisdom, Proven Techniques," and "Estate Planning Client Strategies." Education Julie attended Duquesne University School of Law in Pittsburgh and received her J.D. in 1994. She was admitted to the bar to practice law in Pennsylvania in 1994, in Maryland in 1995, and in Florida in 2002. Julie also attended Allegheny College and received her bachelor's degree in biology in 1988. She graduated magna cum laude, Phi Beta Kappa. About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.