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Julia Soranno is a dedicated financial professional with extensive experience in advisory services and client support. Currently serving as the ISA Service Supervisor and Financial Advisor at Lincoln Investment since May 2019, Julia has developed skills in preparing materials for client meetings, training new advisors, and conducting SWOT analyses to enhance team performance. Julia's earlier roles included positions as an Investor Services Advisors Support Associate and Intern, where Julia was integral in developing training programs and organizing client documentation. Prior to their tenure at Lincoln Investment, Julia gained experience as an Administrative/Marketing Assistant at ACRE Windows and served in various roles at Hansen Properties. Julia holds a Bachelor of Science in Finance and Entrepreneurship from Syracuse University's Martin J. Whitman School of Management.