Julie Colucci, CFP®,
Julie Colucci, a Wealth Advisor and CFP® Professional at New England Investment & Retirement Group, Inc., joined the firm in May 2016 and helps clients achieve their financial goals through development and execution of custom-tailored financial plans.
She has nearly two decades of financial services experience. Prior to NEIRG, she was the Client Account Team Manager at BTS Asset Management, as well as a Senior Client Associate at Silver Bridge Advisors (formerly Hale and Dorr Wealth Management), where she assisted advisors in developing and implementing clients’ wealth plans. Julie has also held positions at Natixis Global Asset Management and Fidelity Investments. She received a bachelor’s degree from SUNY Geneseo and completed the Boston University Financial Planning Certificate Program.
Julie is excited to provide her clients in the Naples, Florida region with the added confidence in her dedication and knowledge. In her spare time Julie enjoys getting to know Naples with her husband, Steve, as she is relatively new to the area. She also enjoys cooking and spending time with her two dogs.
Special Note: Congratulations to Julie for obtaining her CFP® certification in January 2021!