About Julie
Julie Colucci helps clients achieve their financial goals through development and execution of custom-tailored financial plans. She has nearly two decades of financial services experience.
Julie is excited to provide her clients in the Naples, Florida, region with confidence in her dedication and knowledge. She enjoys cooking and spending time with her two dogs.
Education and Professional Milestones
-State University of New York at Geneseo - bachelor’s degree
-Boston University - financial planning certificate program
-Joined Focus Partners Wealth through the firm’s merger with NEIRG Wealth Management, where she began working in 2016
-Has also held various roles at BTS Asset Management, Silver Bridge Advisors (formerly Hale and Dorr Wealth Management), Natixis Global Asset Management, and Fidelity Investments
Julie Colucci helps clients achieve their financial goals through development and execution of custom-tailored financial plans. She has nearly two decades of financial services experience.
Julie is excited to provide her clients in the Naples, Florida, region with confidence in her dedication and knowledge. She enjoys cooking and spending time with her two dogs.
Education and Professional Milestones
-State University of New York at Geneseo - bachelor’s degree
-Boston University - financial planning certificate program
-Joined Focus Partners Wealth through the firm’s merger with NEIRG Wealth Management, where she began working in 2016
-Has also held various roles at BTS Asset Management, Silver Bridge Advisors (formerly Hale and Dorr Wealth Management), Natixis Global Asset Management, and Fidelity Investments