Julie provides comprehensive investment planning with a specialized focus on retirement income strategies for those nearing or in retirement. Julie helps her clients turn total wealth accumulation into retirement income for life by creating distribution plans. Such planning is not a single event – it is an ever changing process.
Julie has been in the Financial Services industry for over 20 years. She graduated from Saint Joseph College in West Hartford, CT with a Bachelor of Science degree in business management and a minor in accounting.
She began her career working for the original Advest as a reorganization analyst and was promoted to a trader and then ultimately manager of the Unit Trust department. Advancing her career, she became a financial planner in the Advisory Services department.
Julie has earned the Certified Financial Planner™ practitioner, Retirement Income Certified Professional® and the Accredited Domestic Partner Advisor™ designations. She continues to advance her knowledge by continuing education, attending education forums and adding new designations that are aligned with her business in order to stay on top of the fast changing environment of the financial industry.
Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CO, CT, DE, FL, MA, MD, ME, MO, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, WA.