Ms. Colucci started at New England Investment & Retirement Group, Inc. in May 2016 as a ParaPlanner/Senior Client Representative. She is responsible for providing client support and assisting in the planning process. Ms. Colucci has over 15 years of financial services experience. Most recently, she was the Client Account Team Manager at BTS Asset Management. Prior to BTS, Ms. Colucci was a Senior Client Associate at Silver Bridge Advisors (formerly Hale and Dorr Wealth Management) where she assisted with helping advisors in developing and implementing clients’ wealth plans. Ms. Colucci also held management positions at Natixis Global Asset Management and Fidelity Investments.
You are here: / Julie Colucci