Julia Vasilakis

Julia Vasilakis

Client Service & Support Associate

Office: 212-490-4580
E-mail:
 

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As a recent college graduate, Julia joined Flynn Financial as a Client Service and Support Associate to assist our advisors and partners in delivering “white–glove hi- touch" service and support to our clients as it relates to their investments, insurance or financial needs.

Prior to joining Flynn Financial, Julia studied Psychology and Economics at Lafayette College in Easton, PA.  While attending Lafayette, Julia was President of Club Basketball and a member of the Psychology Club, Hellenic Society, Panchiaki Korias Society, Pen Pals Service Club, and a Food Pantry Volunteer, all exemplifying her leadership skills and “getting involved” talents.

Julia has worked for New York Life as a Financial Professional and served Flynn Financial as an intern while pursuing her undergraduate degree, where she gained experience delivering high-quality client service through a solid work ethic, excellent communication skills, and proficiency in the art of collaboration.

Julia lives in New Rochelle, New York, and spends most of her time outside of work enjoying her family and friends.

AUM: $ 2.2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting

OVER 275 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health