Our Team

Staff

Jodi Giustina

Administrative Assistant

860-688-2210

860-688-5042

jodi@innvwealth.com

Jodi joined the Hartford office in February 2022 to assume the newly created position of Administrative Assistant for Innovative Wealth Managers.  Her responsibilities include working closely with her financial advisor to develop...

Read more

Julia Eggleston

Client Relationship Manager

860-386-8550

julia@innvwealth.com

Julia Eggleston is a Client Relationship Manager of Innovative Wealth Managers. With 2 years of experience in the financial industry, she has a keen understanding of what is takes to build and maintain long-lasting relationships with...

Read more
Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.