SAA | Julie

Julie Skye

ADVISOR | CHIEF COMPLIANCE OFFICER

Phone: (918) 408-7981

1419 E 32nd Place | Tulsa OK 74105

Meet Julie

Julie Skye came of age at a most singular time in our nation’s history, in a place that was an incubator for what our country COULD be, someday: Detroit in the 1960s. She was born with an unyielding passion for standing for what is right and fair. Even as a kid, she didn’t back down from challenging the norm. And as a left-handed Gemini, Julie has always looked at things differently.

Fresh out of the University of Tulsa in the 80s, Julie found her way to the investment industry as a means to build a career to support herself and two young daughters. She was first licensed as a registered rep at a small mutual fund company in 1986 where she grew to believe her job was not just to help clients know what investments to buy, but to help them organize the “stuff” in their lives. Julie started really talking to people about what they needed to pay attention to, and what they could toss out, and jokingly called herself a “financial housewife.”

Even then, she knew that while you need someone who understands financial markets and investing, even more, you need someone who understands your family and what issues and events might impact your ability to achieve your dreams and goals.

On average, Julie has transformed her business every 4 years. As this industry and our society continually shift, she shifts along with them making the necessary changes to best serve her clients. Each time she looks at what her clients need — “where the puck was going, not where it had been” — and makes radical changes.

In December of 2017, Julie left the world of large investment firms to start Skye Advisors so she could focus her business solely on environmental, social, and governance (ESG) principles. But by the summer of 2020 when the pandemic exploded, Julie found herself shifting again to meet the new and evolving needs of her clients. She began to pull together the pieces of what clients need in this new world, but instead of going it alone, Julie found 5 other colleagues from her First Affirmative Community who were on the same path. From this Master Mind Group, Sustainable Advisors Alliance emerged.

Outside of work, you’ll likely find Master Gardner Julie in her pollinator/vegetable garden or outdoors cycling, running, camping, or taking photos. If she’s not outdoors, that’s because she somewhere standing up for what is right and fair, fighting for social and criminal justice, and dismantling white supremacy and income inequality. She is deeply motivated to make a difference in the world by her family and chosen community of friends and causes.

Education + Experience

BSBA in Finance, MBA in Organizational Change, University of Tulsa

Series 65 Exam

Skye Advisors, Founder

Mariner Wealth Advisors, Senior Wealth Advisor

Pinnacle Investment Advisors, Portfolio Manager

Heritage Trust, Investment Officer;

Money Maps, Founder, RIA

Patterson Icenogle: Registered Rep

Community Leadership & Involvement

Unitarian Universalist’s Endowment: Committee on Socially Responsible Investments

All Souls Green Team and 21st Century Justice League

The Tulsa Chamber of Commerce’s Diversity and Inclusion Initiative, Mosaic

Executive Committee of Green Country Sierra Club

Linnaeus Master Gardener

Founding member of Compassionate Tulsa

“We believe being nice matters. We put people and planet over profits. We are confident we can do well, and do good.”

– Julie Skye

Community Partners

These are some companies and organizations Julie Skye has vetted and with whom she is involved. They are trustworthy and merit your time, interest, and support.