Julian Driver CAA at Mission Wealth

Julian Driver

In by Mission Wealth

Julian Driver Mission Wealth

Julian Driver

MS

Client Advisor Associate


Julian Driver Mission Wealth

Julian Driver

MS

Client Advisor Associate

"I thrive in a position where I can help clients improve their financial lives, reach their goals, and pass on their legacy."

Role at Mission Wealth

Julian Driver serves as a Client Advisor Associate for Mission Wealth. In this process Mr. Driver becomes intimately acquainted with client’s financial lives and specific goals. Then works to analyze current investments to deliver customized financial planning, estate & risk management, wealth management reviews and tax planning solutions to assist in their goal achievement.


Julian is passionate about being in an industry where he can help others. He finds working at Mission Wealth rewarding, by putting him in a position to help clients improve their financial lives, reach their goals, and pass on their legacy.

Contact Information

Office Location:

Austin, TX; Dallas, TX; Houston, TX

Department:

Advisory Team

Professional Background

Julian interned at a consulting company in Boston, MA during graduate school. Before moving to NYC, where he worked for New York Life for 3 years becoming an expert on variable universal life insurance and variable annuities, assisting clients as they manage the funds in these investment vehicles.


Julian has a BA in Communications from SUNY Purchase, as well as an MS in International Business from Hult International Business School.

Credentials

Personal Pursuits

Julian is a sports enthusiast who enjoys participating in many activities such as cycling, travel and exploring new restaurants.


Julian regularly volunteers with community based organizations giving back to others during times of need. As well as volunteering at Ted X conference events where talks and live performances are shared with the community.


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