Julie Mize | Financial Advisor | Edina, MN | U.S. Bancorp Wealth Management

financial associate in Edina Julie Mize

Wealth Management Associate
U.S. Bancorp Investments


Primary office
7001 France Avenue South
Edina, MN 55435

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About me

It is my pleasure to serve the financial needs of people in the Uptown area of the Twin Cities. I have worked in the financial industry since 1993.

I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy gourmet cooking and yoga.

Area of focus

Client service


Proactive client contact

Wealth team support


About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.