Julia joined Crestwood in 2025 and serves as a Client Advisor.

As part of the Wealth Management Team, she is committed to delivering an exceptional client experience by reducing financial stress and collaborating with them to design comprehensive, personalized plans that align with their unique goals.

Julia graduated magna cum laude from the University of Massachusetts Dartmouth in 2020 with a BA in Psychology. Prior to Crestwood, she worked for an RIA as a paraplanner.

Julia grew up near the Cape and currently resides in South Boston. Outside of work she enjoys traveling, spending time at the beach and watching the Red Sox.