Julie Colucci, Advisor

Julie Colucci, is an Advisor at New England Investment & Retirement Group, Inc. She joined the firm in May 2016 and helps clients achieve their financial goals by creating, implementing and monitoring customized financial plans that address their financial needs.

She has over 19 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 advisors in developing and implementing clients’ wealth plans. Julie also held  positions at Natixis Global Asset Management and Fidelity Investments.

Julie received a bachelor’s degree from SUNY Geneseo and completed the Boston University Financial Planning Certificate Program.

Julie recently moved to Naples, Florida. She enjoys exploring her new surroundings with her husband Steve, cooking and spending time with her two dogs. 

jcolucci@neirg.com

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