Julie Colucci, Associate Advisor

Julie Colucci is an Associate Advisor at New England Investment & Retirement Group, Inc. She joined the firm in May 2016 as a ParaPlanner/Senior Client Representative. Julie is responsible for providing client support and assisting in the planning process.

She has over 15 years of financial services experience. Most recently, she was the Client Account Team Manager at BTS Asset Management. Prior to BTS, Julie 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. Julie also held management positions at Natixis Global Asset Management and Fidelity Investments.

Connect with Julie