Covenant Celebrates Adding Two New Virtual LPL Assistants!
As part of our commitment to delivering proactive concierge service to our clients, Covenant Wealth Strategies is pleased to share that we have added two new Virtual Assistants from LPL Financial to support our continued growth.
Please welcome Michael DiFrancesco and Julaine Brown! Michael and Julaine will be is responsible for servicing new and existing accounts, along with supporting our office operations.
Michael has 28 years of experience in the financial industry. Prior to joining LPL, he worked as an Internal Advisor Consultant at Hartford Funds.
Michael maintains his series 7, 6 and 63 FINRA licenses. He is passionate about working with advisors and their clients in his role on the Admin Solutions team.
In his free time, Michael enjoys spending time with his friends and family. His hobbies and interests include playing golf, boating on a nice day and listening to music.
Julaine has 6 years of experience in the finance industry. Prior to joining LPL, she worked at Vanguard as a Client Relations Specialist, Onboarding Team Leader, Internal Consultant and Client Case Representative.
She maintains her series 7 and 63 FINRA Licenses. Julaine enjoys working with advisors and their clients in her role on the Admin Solutions team.
Julaine is originally from South Bend, Indiana. She is married with one son and a god-daughter. She was previously an academic advisor where she was able to coach and mentor students. Julaine enjoys reading, exercising and maintaining a balanced and healthy lifestyle.
If you have questions or would like to discuss your own financial planning or investment strategy needs, we welcome you to Contact Us to set up time to discuss further.