Julia Long

As a Client Service Associate, Julia provides operational support and exceptional client service for all Overland & Shanahan clients. Julia joined Overland & Shanahan in October 2020 and was instrumental in setting up the Temecula branch office. She is a project-driven leader, eager to help, and able to handle diverse and complex challenges.  She brings enthusiasm, professionalism, and a diverse skill set to the team.

Julia is a San Diego native having attended Mission Bay High and UCSD before relocating to the Temecula Valley in 2000.

Julia is the proud mom of three charming young men. Outside of work you can find her sketching, cloud spotting and spending time with her beloved rescue dogs. A wine enthusiast, Julia is always happy to share her knowledge and love for Temecula wines.

Check the background of this investment professional on FINRA’s BrokerCheck.