Julian Maurice Pouncy
Financial Advisor|MBA
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
University of Phoenix - Business (MBA)
University of Tennessee - Engineering Management (Bachelor of Science)
Personal
Away from the office, you’ll often find me in a gym, working with community organizations, mentoring kids or binge watching a Sci Fi series. I’ve always been active in various sports and enjoyed fitness. Years ago, after repeatedly being mistaken as staff by other gym patrons, I decided to become an AAFA certified personal trainer.
Music is important to my family. My mom has been a church musician since the age of 13. Everyone in my family plays the piano except me. I fondly remember mom conducting choir rehearsals at our home. Although resources were lean, my mother provided an excellent model of being a good steward with her money as she raised me and my 3 siblings.
During my formative years growing up in Chattanooga, TN, we had no professional sports teams, but I was an avid fan of the Dallas Cowboys and Philadelphia 76ers.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
NorthMetro100
During a span covering several years, I’ve conducted onsite Lunch & Learns with employer groups, churches, nonprofits, the NFL and assisted with raising funds to support financial literacy programs. Joining the fight to curtail school bullying, I assisted NBA legend Theo Ratliff with implementing his “Theo The Hero” Anti-Bullying Program at select schools in Metro Atlanta. The contribution that I’m most proud of is that I’ve coached 3 Teams that were crowned National Financial Literacy Champions (2011, 2012 and 2018).
Economic Empowerment
In addition to coaching the financial literacy teams for the North Atlanta 100 Black Men, I’m currently a member of the executive board serving as Chairman of Economic Empowerment
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
