Julie A. Mercer is WealthStone’s billing coordinator. In addition to being responsible for all aspects of invoicing and accounts receivable for the financial and tax planning divisions of the firm, she controls and maintains its time-keeping software and database. Julie is also the website administrator and the grounds, exterior and interior maintenance coordinator. She oversees all part-time help and plans and coordinates all office-sponsored events.

Before coming to WealthStone in 1987, Julie managed the temporary division for Dawson Personnel in Columbus. She has 35 years of experience in a variety of business settings.

Julie earned an associate’s degree in applied sciences from Columbus State Community College.  She volunteers for Ohio Health Hospice at The Kobacker House.  She lives in Grove City.

614-340-3683
JMercer@wealthstone.net
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