Julie Claus

As Branch Director of Operations at Napa Valley Financial, Julie Claus supports clients and advisors by overseeing the operational and administrative functions that keep the firm running smoothly. She plays a key role in account servicing, including new account openings, account maintenance, fund distributions, check deposits, compliance oversight, client scheduling, and ensuring proper documentation and disclosures are maintained throughout the client experience.

Julie brings more than two decades of experience in financial services, along with a strong background in banking operations. Over the course of her career, she has worked extensively in both banking and finance, developing a deep understanding of operational workflows, regulatory requirements, and client service processes. Her experience allows her to approach her role with precision, organization, and a steady focus on accuracy and follow-through.

Julie completed her formal education at the high school level and has built her professional knowledge through hands-on experience across a wide range of financial and operational responsibilities,

Outside of work, Julie is looking ahead to retirement and enjoys focusing on the next chapter while continuing to support the Napa Valley Financial team and clients with care and consistency.