Office-203-439-0732 ext. 300
Direct Line-203-490-2122
Julia joined the Egidio Lennon team in May of 2018 as a Client Service Associate and has evolved to Client Relationship Manager with a primary focus on servicing Mark Egidio and Brittany Feller’s clients. Julia’s role at ELWM has included a variety of responsibilities as it pertains to client service. She takes a hands-on approach for all client requests, ensures Mark, Brittany and the clients are prepared for meetings, provides prompt and concise follow-up for all post-meeting actions, and is a valued resource for the firm’s support team.
Julia is also a Public Notary and recently completed the Financial Paraplanner Qualified Professional designation program, adding to her client service support role at the firm.
She graduated from Southern Connecticut State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources. Julia lives in Wallingford, Connecticut, and enjoys spending time with her family and friends. She is also an avid reader, has a passion for music, and is an advocate for the mental health community.