About Jules Garcia

Jules

Agent Details

Meet Jules

Founder of Waterview Advisory Group | Licensed Real Estate Salesperson

Meet Jules Garcia.

When working with his clients to find them the perfect home, Jules Garcia makes it his priority to thoroughly communicate with them to understand their exact motivation, needs, concerns, expectations, and budget in the process. Attentive, committed to resolution, and adaptive to different situations, Jules takes into account his clients’ diverse needs in order to find the best options for them, and strives to make the process as easy and enjoyable as possible. Jules’ entrepreneurial spirit and hobby investing in real estate inspired him to pursue a career in the industry. As an agent, he enjoys having the opportunity to help people in the home-buying process, and likes that this career allows him to be closer to home.

Prior to his career in real estate, Jules has worked in the investment management consulting space for close to 20 years. His clients consisted of wealth managers, Certified Financial Planners, RIAs, and family trusts. He is seasoned in investment advisory in securities and derivatives, retirement planning, strategic planning, practice building, and brand marketing. He has raised over $3 billion in investable assets with his team throughout his career, and has managed territories within the industry in Greater NYC, Washington D.C., Northern Virginia, and most recently New England and the greater northeast. Jules also has a background in public speaking to large audiences of 500+ people, including both industry professionals and individual investors.

 

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