Julie Donaruma joined the team in 2011 as the dedicated contact person for clients’ questions, concerns, and inquiries. As Practice Manager, she is responsible for overseeing all facets of the team’s day-to-day operations as well as working directly with clients to obtain and track information critical to the planning process. Julie values the personal relationships that develop throughout the years and believes each client experience should be at the highest-level possible.
Jule holds her Life and Health Insurance licenses as well as her Series 6, 63, and 65 licenses for investment products. Julie lives in Hudson, Massachusetts with her husband Jack, and children Andrea, Brett and Alyssa. In her spare time, Julie enjoys camping, listening to music, and reading a good book. Julie can be reached at 781.446.5012 or email@example.com.