Julia Rosky

Background

About Julia Rosky

Hello there! I’m an experienced Associate Financial Advisor and Practice Manager with a proven track record of delivering tailored financial solutions. I am skilled in:• data gathering, modeling, and scenario building to create comprehensive financial plans.• new client onboarding and insurance applications, ensuring seamless and positive client experiences.• maintaining strong client relationships and providing timely updates and reports.• client account setup, money movement, portfolio accounting, trading, and performance reporting.Beyond the numbers, I’m located in the Greater Pittsburgh Area, sharing my home with my amazing husband and a mischievous cat. When I’m not immersed in financial planning, you’ll find me at the local farmers markets, on a mission to discover the freshest produce. I also enjoy exploring new restaurants with friends and family. Oh, and I’m picking up golf—because who doesn’t love a good challenge on the greens?Let’s not just talk financials—let’s connect on a deeper level. If you’re in the financial industry, I’d love to exchange insights and explore how we can achieve mutual success. Drop me a line and let’s chat!#FinancialPlanning #ClientService #ClientSuccessManager #OnboardingSpecialist #Operations #Marketing #FinancialAnalyst #GolfingNewbie #LinkedInConnect