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Krystal Julius with Merrill Lynch Wealth Management is No. 50 on this year’s Barron’s Top 100 Women Advisor ranking.
Photograph by Ackerman + GruberKrystal Julius’ eight-person team at Merrill Lynch has collectively been through births, weddings, graduations, cancer, divorce, and death. And that, says Julius, helps the Wayzata, Minn.–based group, seven of whom are women, to serve clients better: “It’s impactful to be able to share personal experiences when you are trying to guide a client through a life cycle or financial problem.”
Speaking with Barron’s, Julius, a Minnesota native, describes how her team, which manages $1.46 billion for 378 households, leads with empathy....
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