Julia M. EddyClient Services Specialist

    FUN FACT ABOUT ME: I have been a vegetarian for 5+ years and love finding new recipes that keep cooking interesting. My favorite food is burritos!

    Julia joined the Vahanian & Associates team in December of 2021 after two years of various financial services experience with Nationwide. As an Administrative and Client Services Specialist, Julia’s responsibilities include meeting preparation, processing and monitoring transactions, CRM organization, as well as spearheading our firmwide paperless initiative.

    Julia’s skillset is one that is attentive, proactive and personable, complementing our team approach with a high level of care. She holds her Series 6 and 63 licenses as well as NYS Life and Health Insurance, and plans to grow her knowledge with the Registered Representative Series 7 designation. Julia completed her undergraduate education with a Bachelor’s degree in Economics with a minor in Philosophy from SUNY New Paltz in New Paltz, NY.

    Julia lives in downtown Troy, NY with her cat, Quincy. In her spare time, she loves exploring especially while running, socializing with friends, and traveling.

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