Julie Parisio Roy has been Chief Executive Officer and Wealth Manager of Badgley Phelps Wealth Managers since June 2021, is a control person of the firm and directly owns under 5% of it. Julie Parisio Roy holds a Bachelor of Arts from the University of Washington.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Julie Parisio Roy is Chief Executive Officer, Wealth Manager of Badgley Phelps Wealth Managers. She joined the firm in 2004 and is also director of financial planning. She oversees portfolios for high net worth private clients and began her career in financial services in 1997 as an investment manager with Pacific Capital Consulting, and later with Smith Barney.
Julie Parisio Roy’s longest registration was 17 years at Badgley Phelps Wealth Managers (2004–2021). Before joining Badgley Phelps Wealth Managers in 2021, Julie Parisio Roy was registered through Badgley Phelps Wealth Managers and Citigroup Global Markets Inc.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 17 yearsSeattle, WA · Adviser representative · Firm CRD 108392
- Citigroup Global Markets Inc.– · 1 yearSeattle, WA · Adviser representative · Firm CRD 7059
- Pacific Capital Advisory Services– · 3 yearsSeattle, WA · Adviser representative · Firm CRD 110544
Professional designations
Listed by Badgley Phelps Wealth Managers
- CFA®
- CFP®
Investment adviser representative registrations
Julie Parisio Roy is registered as an investment adviser representative in Washington, since August 2021.
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 1998 |
| Series 7 | General Securities Representative Examination | 28 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Julie Louise Parisio Roy
- CRD
- 2945708
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Chief Executive Officer and Wealth Manager
- Office
- 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
- Registration
- Investment adviser registration
- In the industry since
- June 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does Julie Parisio Roy work?
Julie Parisio Roy has been Chief Executive Officer and Wealth Manager of Badgley Phelps Wealth Managers, LLC since June 2021, and is a control person of the firm.
Is Julie Parisio Roy a financial advisor?
Yes. Julie Parisio Roy has a current investment-adviser registration in Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does Julie Parisio Roy have?
Julie Parisio Roy has 27 years in the financial industry, since June 1999, across 4 adviser firms.
What exams has Julie Parisio Roy passed?
Julie Parisio Roy has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1997.
Where did Julie Parisio Roy work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, Julie Parisio Roy was registered through Badgley Phelps Wealth Managers (CRD 108392), April 2004 to August 2021; Citigroup Global Markets Inc., December 2002 to January 2004; Pacific Capital Advisory Services, April 1999 to December 2002.
Where is Julie Parisio Roy based?
Julie Parisio Roy’s registered office is in Seattle, WA.
Is Julie Parisio Roy registered with FINRA?
No. Julie Parisio Roy has no current broker registration.
Is Julie Parisio Roy a CFP?
Badgley Phelps Wealth Managers lists Julie Parisio Roy with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Julie Parisio Roy a CFA charterholder?
Badgley Phelps Wealth Managers lists Julie Parisio Roy with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Julie Parisio Roy’s record?
Search CRD 2945708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Parisio Roy’s full registration record.
David SprattChief Compliance Officer and Chief Operating Officer
James CallaghanWealth Manager
Michael GerkeWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Patrick RodgersWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Timothy ThomasChief Investment Officer and Wealth Manager
Katherine WhamWealth Manager
Megan WileyWealth Manager and Financial Planner