Throughout her career in financial services, Julie has utilized her compassion, attention to detail and dependable nature to help 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 their children, She is an active member of her community currently serving on the Executive Board of her children’s school PTA she is also a member of The Kiwanis Club of East Meadow where she co-chairs their annual Thanksgiving Senior Citizen & Military Family Thanksgiving Dinner. Julie also takes great joy in Co-Leading Avery’s Girl Scout Troop and serves as the East Meadow Service Unit Chair for the Girl Scouts of Nassau County’s Fall Product Program.
Raymond James is not affiliated with any of the companies mentioned.
Warren Buffet