Juliana Gadaleta
As a Senior Associate, Wealth Planner, Juliana assists the broader advisory team. Her day-to-day role includes helping with financial reporting, tax planning strategies, estate planning, and administrative tasks.
Juliana interned with predecessor firm GM Advisory Group in college in multiple departments before joining as a full-time employee upon graduation. Her persistence and dedication have already made her a valued member of the team.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
