Client Service Specialist
Juli joined Anna Gorman Financial (an affiliate of Moneywise planning) in 2019. She has many years of experience in the financial industry including 20 years in management with Bank of New York.
Juli’s background yields a solid understanding of customer service and operations. Her primary role is to support Anna and ensure that her clients receive exceptional service. Her process driven mindset, attention to detail and organization helps to establish this.
Juli lives in Greenfield with her Japanese Chin, Corky. When not at the office, she enjoys floating in her pool, reading, dancing, and spending time with her adult children.