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Julia S

Series 66

Baltimore, MD

Urban Wealth Management or UWM

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting Founder/Business Owner Executive Established Professionals Approaching retirement
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