Julia Nunez
Assistant and Para-Planner to Michelle Mast. Julia Nunez provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice
Julia Nunez provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.
Julia Nunez graduated with a Bachelors Degree in Communications from Radford University. While attending college she worked Part Time as a Wedding Planner Assistant and with Michelle Mast in office management to include digital filing and file organization. Upon graduation she is instrumental in providing both administrative and client support services for Michelle Mast for the past 5 years and has also obtained her Life and Health licenses. Her major role is to assist with the preparation of Client Financial Reviews, Preparing all documents for New Accounts and related processing, Service Forms, calculating IRA RMD’s, customer service for individual and group health clientele, and many other services. Julia has an outgoing personality, organized and conscientious, and has excellent technological and communication skills.
When she is not working, she enjoys traveling, playing with her dog Stella- a cute chiweenie and spending time with friends and family….which one of her family members just so happens to be Michelle Mast - her Mom! This also means that her level of experience has evolved in this industry during her lifetime.