Senior Account Services Associate
Julia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Julia spent a year and a half working for Vahanian & Associates, a small independent RIA located in Saratoga Springs, NY. She earned her bachelor’s degree in Economics with a minor in Philosophy at SUNY New Paltz. She holds her FINRA Series 6 & 63 licenses as well as the NYS Life & Health Insurance license. In her free time, Julia enjoys running, traveling and spending time with family and friends.