Julius B. Hill
Julius Hill is a financial professional with more than 15 years of experience spanning wealth management, banking, and regulatory compliance. He has advised high-net-worth and ultra-high-net-worth clients at firms like Merrill Lynch, Morgan Stanley, Citi, New York Life, USAA, and Westpac, while also working with professional athletes on retirement and lifestyle strategies. His regulatory expertise includes serving as a Bank Examiner at the FDIC and a Tax Auditor with the City of Phoenix, specializing in TPT compliance. Julius combines his MBA training with hands-on experience to deliver innovative solutions at the intersection of finance, compliance, and technology.
EDUCATION
East Carolina University – Bachelor of Science in Business Administration, Finance
Graduated 2007
Julius earned his BSBA in Finance while competing in Division I football. After his third ACL surgery, he chose to retire from athletics during his senior year and transition into financial services. His coursework in corporate finance, investments, and portfolio management laid the foundation for his career in wealth management, compliance, and risk advisory. The discipline and resilience forged on the field continue to influence his leadership and problem-solving style in business.
Rice University – Certificate in Financial Planning
Completed 2011
To expand his technical expertise, Julius completed the Financial Planning Certificate Program through Rice University. The program emphasized retirement planning, tax strategies, insurance, estate planning, and fiduciary ethics aligned with CFP® standards. This credential reflects his commitment to delivering holistic planning solutions and advancing financial literacy across diverse communities.
Southern Methodist University – Master of Business Administration (MBA)
Graduated December 2023
At SMU’s Cox School of Business, Julius concentrated on financial strategy, risk management, and the applications of generative AI in finance. His MBA included consulting projects for U.S. and international companies, such as sustainability initiatives in South Africa and competitive intelligence research in consumer payments. His capstone explored AI-driven investment frameworks, reinforcing his focus on innovation, compliance, and long-term value creation.