Julia is a Client Relationship Manager of Innovative Wealth Manager's Suffield office. 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 clients. She believes the importance of proactive client engagement and effective communication are two key drivers to client relationship success.
With an eager approach, Julia understands client's needs and identifies opportunities for improvement to tailor solutions that exceed their expectations. She is always looking for new and innovative ways to enhance the client experience and drive business success. Her goal to deliver exceptional client service ensures we stay up to date with regulatory requirements and industry trends to ensure that clients receive the timely advice and solutions.
Julia holds a life and health insurance license, has a bachelor’s degree from Merrimack College, and has completed various training programs in client relationship management, investment products, and financial markets. In her free time, Julia enjoys spending quality moments with family and friends. She also enjoys country music, beach days, and expressing her creativity through drawing and painting.