Meet Jules

I believe wealth management practices are businesses, and they should be run like businesses.

Financial advisors spend years building client relationships, managing assets, and growing their practices. But building a successful advisory practice and running a successful business aren't always the same thing.

Like any business, an advisory practice needs clear priorities, well-defined roles, effective processes, strong communication, and the capacity to adapt and grow. These aren't just operational details. They're what help a business remain relevant, sustainable, and successful over time.

That's where I come in.

I've spent more than 30 years in financial services, working across retail brokerage, operations, leadership, practice management, and organizational effectiveness. My experience spans the day-to-day realities of running advisory practices as well as leading broader organizational initiatives at Morgan Stanley and Vanguard.

That experience has given me something I value tremendously: operating judgment. I understand how businesses work, where they get stuck, and how to turn good intentions into meaningful progress.

I don't just tell you what needs to change. I get in there with you and help make it happen.

Through Horizon Partners, I work alongside financial advisors and wealth management teams to understand how their businesses actually operate. We identify what's working, what's getting in the way, and where a few thoughtful changes can make a meaningful difference.

Sometimes that means clarifying roles, improving workflows, or strengthening team communication. Other times, it's developing a business strategy, enhancing the client experience, or preparing for the next stage of growth.

We start with what matters most. We establish priorities, build practical solutions, and put them into action. Not a lengthy list of recommendations that sits on a shelf, but real improvements that become part of how the business operates.

My goal is to help advisors build stronger businesses—ones that operate with greater intention, create capacity for what matters, and are positioned to remain relevant, sustainable, and growing.

That's what Horizon Partners is all about.

Julianna Sargent, MS ODL

Certifed in Business Agility

FINRA Licensed 7, 9, 10, 24, 63 (65)