Juliette is a financial planner with True North Advisers, LLC. She started her career in financial services industry in 1990 after graduating with a bachelor’s degree in accounting from University of Delaware. She holds a Master of Education from Endicott College. In addition to being a CFP and a CPA, her licenses include life and health and FINRA (www.finra.org) Series 7 and 66 registrations.
During her tenure in the financial industry, Juliette had various pivotal roles including senior auditor with a Big 4 CPA firm; financial analyst with a Fortune 500 corporation; and as a small business owner since 2006.
Juliette lives in Chesterfield with her husband and three sons and enjoys playing tennis.
Juliette serves as the treasurer on the board of Riverside School, a local private school dedicated to educating students with dyslexia.
* Authorized for accounting services in Virginia and New York. Not practicing on behalf of MML Investors Services, LLC
University of Delaware Bachelor of Science Accounting (1989)
Endicott College Master of Education (2007)
Affiliations & Memberships
Treasurer Board of Trustees Riverside School
- Insurance Strategies
- Business Owners
- College Funding Strategies
- Retirement Income Planning
- Business Succession Planning
- Estate Planning
- Investment Strategies
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Juliette’s Licenses and Disclosures