Julie joined McDavitt Wealth Management & Santucci Wealth Management in 2011 as an administrative and operations assistant. Prior to joining the firm, Julie had 15 years of experience in the financial services industry with Putnam Investments in the service and operations department and with Morgan Stanley in a similar role. Julie grew up in Boston and now lives in a small town south of Worcester with her husband, Mike; daughters, Sara and Kayla; and son, Shea.
In her spare time, Julie enjoys watching her children play basketball, soccer, and volleyball, and she serves as an assistant JV basketball coach for her town’s high school. When not at sporting events or various activities for her children, she enjoys shopping, painting, and decorating, as well as spending time with family and friends.