Julia Ciccolella
Unregistered Assistant
Julia is the newest addition to the team as of April 2023. She majored in Accounting at Mohawk Valley Community College for her Associate's degree. As an administrative assistant, her primary responsibility is the daily activity of client accounts. Some of her other responsibilities include, but are not limited to, opening accounts, attending to the needs of retirement plan participants, and handling client requests.
In Julia's free time she enjoys golfing, listening to podcasts, working out, going outside with her dogs, and spending time with her family.