Throughout her career in financial services, Julie has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.

She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.

Before joining our team in June 2001, Julie was a Trading Assistant at Comprehensive Capital. She earned a bachelor’s degree in Finance from Hofstra University.

Julie lives in East Meadow with her husband Michael and children, Reagan & Avery. In her free time, she enjoys spending time with her children and family vacations. Julie gives back to her community. She volunteers with Habitat for Humanity as well as The Town of Hempstead Animal Shelter.