Julia A Hyde
Advisor at Merrill — Leawood, KS College Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Leawood, KS 66211
Merrill
Institution
Julia Hyde is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Leawood, Kansas office. She originally worked for Merrill Lynch Wealth Management while residing in Omaha, Nebraska, and rejoined the firm in 1998. Julia has been part of the Helbert Hyde team for over 15 years, focusing on holistic wealth management to serve clients and their families by determining long-term financial goals and implementing customized investment strategies.
Julia's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, special needs planning strategies, women and wealth, and retirement income. She collaborates closely with clients, gathering information, assessing time horizons and risk tolerance, and maintaining continual dialogue to adjust portfolios as situations evolve.
An Iowa native, Julia graduated from Morningside College in Sioux City, Iowa. She has lived in the Kansas City area for over 35 years and resides there with her husband Doug and their rescue dog Millie. They have four adult children and nine grandchildren. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She supports several charitable organizations in the Kansas City area, including Harvester's, CASA, Susan G Komen, and Great Plains SPCA, and enjoys spending her time away from the office with family and friends at the lake.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Leawood, KS College Blvd
3401 College Blvd
Leawood KS 66211
Advisors at this office
53
Kansas · Missouri · Texas
26 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
Leawood, KS
Merrill
2009 - Present • 17 years
Overland Park, KS
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