Julie Kist, CFP®
Wealth Advisor
Julie has over 25 years of experience in the wealth management industry. Prior to joining Constellation, she held various roles at other Cincinnati-based registered investment advisor firms, where she developed a strong foundation in financial planning, investment management, and tax planning strategies tailored to individuals and families. Her approach is centered on building lasting relationships and delivering high-quality, customized financial solutions.
Julie holds a Bachelor of Science in Business Administration (BSBA) degree with a major in Finance from Xavier University, an Executive Certificate in Financial Planning from Xavier University Leadership Center and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. Additionally, Julie is a graduate of the Cincinnati Chamber’s C-Change Class 15.
Why Constellation
Julie joined Constellation in January 2025 to focus on what she enjoys most—helping clients navigate their financial lives with clarity and confidence. With a deep passion for client service, she was drawn not only to Constellation’s commitment to personalized wealth management and its collaborative, team-driven approach but also to the exceptional people and the firm’s low adviser-to-client ratio. This structure allows for truly meaningful relationships and tailored service, ensuring each client receives the attention and expertise they deserve.
What Drives Julie
Giving back is important to Julie, and she’s been actively involved in supporting causes related to childhood homelessness and financial literacy. She has served on the UpSpring Board of Trustees and the PROVIDOM Advisory Board and has volunteered as an IRS-certified volunteer for the Volunteer Income Tax Assistance (VITA) program.
Outside of work, Julie loves spending time with family and friends, traveling and enjoying the outdoors—whether it’s biking, kayaking, or anything outside on a nice day. She also enjoys hosting game nights and sports watch parties, cheering on local teams, and discovering new neighborhood spots.