Associate Wealth Strategist
Accountable, Dynamic, Connected
As an Associate Wealth Strategist, Juliana assists the Wealth Strategies team. Her day-to-day role supports financial reporting, tax planning strategies, estate planning, and administrative tasks.
Juliana interned with GMAG in college in multiple departments before joining us as full-time employee upon graduation. Her persistence and dedication have already made her a valued member of the team.
Outside of the office, Juliana enjoys movies and spending time with her friends and family. She is pursuing her MS in Taxation at SUNY at Old Westbury.