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Clients look to Julie Petillo, a dedicated CPA, to provide timely and practical answers to their estate, trust, and charitable questions. She received her B.S. in Accounting from Florida Atlantic University, J.D. from Loyola University in New Orleans, and holds the Chartered Advisor in Philanthropy (CAP) designation. She constantly strives to expand her knowledge and expertise, and thereby serve her clients better by participation in the Palm Beach Tax Institute and East Coast Estate Planning Council professional organizations. To further support the local charitable community, she currently serves as Treasurer of the Planned Giving Council of Palm Beach County. Julie is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants.
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