Julian’s broad knowledge of financial products helps give his clients the confidence they need when working with a financial professional.
Julian Tait leverages from over 15 years of financial services experience having worked as an Associate in the Private Client Group of Salomon Smith Barney in the Bethesda Md branch and in the commercial real estate space initially on the agency side as a Commercial Investment Specialist and then on the lending side as a Commercial Lending Associate at two separate boutique firms. Most recently as a Licensed Life & Health Agent with Symmetry Financial Group, Julian supported clients in Mortgage Protection thorough life and disability income insurance, Employee Benefits and Retirement space.
As an advocate for non-profits, Julian served on the board of Samaritan Ministry of Greater Washington for 7 years and seeks to assist Development Committees craft planned giving strategies to cultivate their donor base.
Julian attended the University of Maryland where he was a Legal Studies major with an Economics minor. He is also proficient in the Spanish language.
With WestPoint Financial Julian uses his knowledge and experience to promote the benefits of group health programing to engage employee workforce. He also works with business owners, assisting with business succession planning offerings and options for funding business succession planning strategies.
In his spare time, Julian enjoys cooking, football, tennis, golf and listening to Jazz. He currently resides in Ft. Wayne and is married with 3 children.