Julianne (aka Jules) joined Greenwich Bay Wealth Management in June of 2012 while she was heading into her senior year at the University of Rhode Island School of Business. She began by doing side projects to help out and immediately took an interest in becoming an advisor. In October 2012, Jules became Jim's Executive Assistant. She graduated with a Bachelor of Science in Business Administration in August 2013 with a focus on finance. During the year following graduation, Julianne studied for her securities examinations while continuing her administrative position supporting Jim by putting together financial plans, researching investment products and building client relationships. Jules now holds her Series 7 and Series 66 and is a registered financial advisor in Rhode Island, Massachusetts and California.
Jules's focus is on educating women in order for them to become a part of the family investment decisions and particularly enjoys working with independent and self-employed women. She wants to empower women by giving them the tools and resources necessary to put together a long-term plan for funding their future goals and preparing for uncertainties.
Jules was on the cross country and volleyball teams in school. She enjoys running, snowboarding and the great outdoors, especially the ocean. She loves children and has a sweet, smart 9-year-old boy named Jackson in the third grade who plays soccer for Ocean State. She loves to cook and eat, shop, knit and host parties. In the upcoming years, her goal is to build strong client relationships and focus on women and investing. Julianne's intentions are to have her CFP® by 2022.
Jules M. Joly
Financial Consultant/ Investment Planner
63 Cedar Avenue Suite 12
East Greenwich, RI 02818