Watch a special webinar from Northern Virginia-based wealth management firm Egan, Berger & Weiner (EBW), where we were joined by Julie Rison on July 28, 2022 for our presentation: "Personal Insurance with a Personal Touch."
This event was recorded on July 28, 2022. Julie Rison helps lead the Marsh & McLennan Agency (MMA) Mid-Atlantic Private Client Services division. Julie works on high-level strategies and visions to expand the capabilities of MMA on a national level both internally as well as with our carrier partners.
Julie is a co-chair of MMA’s National Diversity, Equity and Inclusion (DE&I) Council and leads the DE&I journey in the Mid-Atlantic region as well. Julie has over 30 years of professional insurance experience specializing in the private client industry. Her experience has been focused around placing complex insurance programs, building new insurance relationships, and maintaining existing client and carrier relationships. Prior to joining MMA, Julie worked for an agency in Minnesota running their personal lines and small commercial department before moving to Virginia in 2001.
She has also worked at BB&T Insurance and helped start their High Net Worth Family Risk Management division. In 2011 she joined MMA to run and enhance the Private Client Services division.
This event is purely educational. No products or services will be offered for sale and there is no obligation.
Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation. Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC. Egan, Berger & Weiner, LLC 1919 Gallows Road Suite 600 Vienna, VA 22182