Julia Zwicky, FPQP®

Julia joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Vice President in the Private Client Group in our Atlanta office.

Julia’s primary focus is delivering exceptional service and support to clients and advisors at every stage of the wealth management journey. As a dedicated liaison with our custodians, she ensures efficient communication and coordination, facilitating seamless transitions for new clients while providing ongoing support to maintain strong relationships. Julia also provides support in the financial planning process, working closely with advisors to align strategies and plans with client goals. Her commitment to excellence and attention to detail ensure a positive and productive experience for all.

Born and raised in Atlanta, Julia earned Bachelor of Arts degrees in International Affairs and Spanish and minored in Sociology at the University of Georgia. During her time in college, Julia traveled extensively throughout Latin America, and she is looking to add new destinations to her list.

Previously, Julia worked as a Client Service Associate at another Atlanta wealth management firm.

In her free time, Julia enjoys running, playing golf, hiking, traveling, and supporting the University of Georgia Bulldogs.

In the community, she is an active volunteer with Atlanta Habitat for Humanity and has assisted with the building of eight local homes. She is becoming a skilled supervisor with the organization so she can further give back to the Atlanta community (and shingle a roof if ever needed).