Julianne joined TDA part-time in February 2018 to provide administrative support during the busy tax season. In June she joined our team full time overseeing administrative functions in our Needham location. Along with her duties in the Needham office; she is assistant to our co-operative partner in business, IFP-Financial Advisor, Cassidy King. Not only is she the bridge from IFP to TDA Wealth management, but she is also the friendly voice that will greet you when you call the office!
Julianne has a multifarious background in hospitality, project management, communication, training, and development. Originally from Rhode Island, she holds a B.A. in Dance & Psychology from Roger Williams University. The thick of her administrative experience comes from her years as the secretary and volunteer for the LivForYou foundation, a non-profit organization dedicated to supplying scholarship aid to young creatives.
When Julianne isn’t performing in one of her many hats, you might find her practicing the wisdom of the body moving, binge watching the latest Netflix release, or having a serious discussion about game of thrones fan theory.