Julie Peeples

Julie joined the financial industry in 2017 as a high-net-worth insurance advisor in the property and casualty insurance market. Since then, she has navigated through diverse roles within the industry, culminating in her latest position as a support advisor for a boutique wealth management firm. Alongside her financial career, Julie showcases her entrepreneurial flair and passion for fitness, health, and wellness. She played a pivotal role in founding Baseline, a personal fitness training company based in Charleston, SC.

Julie transitioned to Opus Wealth Management in March 2024 and combines her diverse background with a genuine passion for cultivating strong client relationships through exceptional service. She holds the following licenses and designations: Series SIE, Series 7, Series 65, and Series 63 Securities Licenses, as well as South Carolina licenses for Property and Casualty Insurance and Life, Health, and Annuity Insurance, and the Accredited Asset Management Specialist (AAMS) designation.

Julie resides in Charleston, SC with her husband, Paul, and their daughter, Hattie. Leading an active lifestyle, Julie enjoys boating, working out, long walks accompanied by podcasts and audiobooks, and embarking on travel adventures to experience new cultures.