Julie Buschman

"There is no greater professional joy then helping families maintain healthy relationships and wealth stewardship through generations." As a Senior Fiduciary Officer, Julie is responsible for the delivery of Fiduciary Services through our Wealth Advisory Practice and helping families realize and connect their current financial success with their legacy planning goals.

Julie Buschman has over 38 years of experience in trust and estate administration. Prior to joining Northern, Julie worked at Bessemer Trust Company as a Senior Client Advisor. She has held positions at Bank of America, N.A. including the Regional Estate Settlement Executive and the North Texas Market Trust Executive.

Julie is a former executive board member of the National Association of Estate Planners and Councils (NAEPC), where she also served as a past president. She is a past president and current member of the Dallas Estate Planning Council and a member of the UT Southwestern Estate Planning Council and The Dallas Foundation Advisory Council. Julie is a board member of The Dallas Opera and the immediate past chair of the board of trustees of the Leukemia & Lymphoma Society of North Texas.

2017

Julie has a B.S. in Accounting from Carroll University in Wisconsin.

She is a CPA, licensed in Wisconsin. She holds the Accredited Estate Planner (AEP) designation, as well as the Chartered Advisor in Philanthropy (CAP) designation. She held FINRA Series 7 and 63 investment licenses.