Employee Profile
Julie Cavanaugh



Operations Branch Manager

Julie Cavanaugh joined Exencial Wealth Advisors in April 2016 after working with Netting & Pace, CPAs since 2007. She is the branch manager for our San Antonio office. Julie graduated from the University of Texas at Austin with a Bachelors of Business Administration in Marketing and Management. She brings with her 30 plus year of experience in banking and financial services.

Julie is devoted to providing excellent client service and lifting financial worries for the clients. She sees helping clients as more of her mission than a job.

Julie is married with two children and four delightful grandchildren. She enjoys spending time with family, participating in church and volunteering. You will find her most weekends at the lake on a jet ski or boating.


Operations Team

Relationship Manager Team