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JR
Julia Reynolds
Client Service Associate/Advisor Support at Wescott Financial Advisory Group, LLC
Financial professional with 17+ years of experience in sales, client service, and advisory support.
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Location
Pottstown, Pennsylvania, United States, US
Bio
Generated by
Topline AI
Julia Reynolds is a seasoned financial professional with over 17 years of experience in sales, client service, and advisory support. She has held various roles in the financial industry, including Financial Sales Assistant, Sales and Client Service Specialist, and Client Service Associate/Advisor Support. Julia is based in Pottstown, Pennsylvania.
Experience
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Wescott Financial Advisory Group, LLC
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Fort Washington, Pennsylvania
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Client Service Associate/Advisor Support
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Jul 2017 - Present
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Fort Washington, Pennsylvania
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Sales and Client Service Specialist
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Aug 2016 - Jul 2017
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Butterworth & Associates
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Reading, Pennsylvania
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Financial Sales Assistant
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Apr 2010 - Jun 2016
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Reading, Pennsylvania
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Paul Henry Real Estate
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Trappe, PA
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Licensed Realtor
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Mar 1986 - Mar 1991
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Trappe, PA
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Patrick Kelly Insurance Inc
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Trappe, PA
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Insurance Representative
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Aug 1986 - Nov 1989
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Trappe, PA
Licensed Personal lines client representative
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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