Julie A. Gibbs

Julie A. Gibbs

Julie Gibbs serves as a Retirement Plan Administrator for Warren Averett Asset Management.

She has over 20 years of experience in the retirement services industry. Julie’s primary responsibilities include assembling and maintaining client retirement plans, annual compliance and non-discrimination testing and annual government filings as well as daily recordkeeping.

Education

  • Bachelor of Science in Communications
    University of Alabama, Tuscaloosa, AL

Community Involvement

  • Shelby Humane Society Board Member

Ask Me About

  • 401k plans
  • Best practices for retirement plan design and administration
  • Ways to prevent plan audits by government entities
  • My farm animals
  • My pets
  • The best way to prevent the overpopulation of dogs and cats
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