Menu
 
 
 

Julie Doran Stewart

MBA, CPFA, AIF®

Head of Retirement Plan Advisory Services

Professional Experience

Julie is an Investment Advisor Representative with Sentinel Pension Advisors, Inc. She joined Sentinel Benefits & Financial Group in 2016 as a Plan Advisor in the Institutional Retirement Services area. Today, she leads the Retirement Plan Advisory Services Team for Sentinel Pension Advisors, Inc.
 
Julie works closely with retirement plan sponsors to implement fiduciary best practices and ensure prudent plan management, with an end goal of increasing plan effectiveness and positive retirement outcomes for participants.
 
She brings over 20 years of retirement industry experience to Sentinel. Julie has experience providing investment advisory and plan management services to retirement plan sponsors of all sizes. She brings a unique perspective to the team, having worked on the asset management, recordkeeping, and consulting sides of the industry over the course of her career.

Educational Background and Certifications

  • Babson College, Wellesley, MA – Master of Business Administration
  • Bentley College, Waltham, MA – Bachelor of Science – Business Communication
  • Certified Plan Fiduciary Advisor (CPFA), National Association of Plan Advisors (NAPA)
  • Accredited Investment Fiduciary®, AIF®
  • FINRA Series 65

Hometown

Having grown up in NH, Julie now splits her time between Watertown, MA and Petersham, MA

Out of the Office

Julie loves live music, being outdoors, reading, cheering on the Red Sox and Celtics with her husband, Todd, and spending time with family and friends.

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.