Maller Wealth Advisors hires specialist in finance and client service

Maller Wealth Advisors, a national wealth management firm, hired Julianna Carman as an implementation specialist and client experience coordinator. In her position, Carman is responsible for services related to the client experience including client appreciation events and client newsletters.

“We want each of our clients to have a superb client experience in every aspect of their dealings with Maller Wealth Advisors, and we are pleased to have someone with Julianna’s experience on our team,” said Peter Maller, president and CEO of Maller Wealth Advisors.

Carman has more than 14 years of experience in the financial services industry. Prior to joining Maller Wealth Advisors, she was the director of client relations for Noble Financial in Baltimore, where she helped clients with financial planning. Previously, she worked in the U.S. Equity Research Department of Credit Suisse in New York City and as a paralegal in an estate planning and elder law firm.

She holds licenses from FINRA (The Financial Regulatory Authority) as well as a bachelor’s degree in paralegal studies from Stevenson University.

She lives in Phoenix, Maryland.

Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a national wealth management firm with 16 full time employees providing sophisticated investment strategies, comprehensive financial planning, risk management services, business succession planning and employee benefits to successful business owners, accomplished professionals and high net worth individuals.

Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp. CRN-1185816-042915