Julie McMorrow, CFP®

Partner Emeritus (Retired 2025)

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

Indiana University

Julie retired in April 2025 after 22 remarkable years at Avalon. Her contributions were instrumental in shaping the firm’s direction and culture, leaving a lasting legacy with both the company and her clients.

A long-time Indianapolis resident and graduate of Indiana University, Julie also enjoys spending time with friends and family as well as traveling and cooking.

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

Indiana University

Julie retired in April 2025 after 22 remarkable years at Avalon. Her contributions were instrumental in shaping the firm’s direction and culture, leaving a lasting legacy with both the company and her clients.

A long-time Indianapolis resident and graduate of Indiana University, Julie also enjoys spending time with friends and family as well as traveling and cooking.