Julianna Carman is the Client Relations Director for Noble Financial. In this role, she is responsible for the day-to-day operations of the office, processing new business and working closely with clients to ensure that their needs are met. Julianna truly enjoys getting to know our clients and is dedicated to ensuring personalized client service.
Prior to returning to Noble Financial in 2019, Julianna served as the Chief Marketing and Experience Coordinator at Maller Wealth Advisors. In that position, she was responsible for services related to the client experience, including planning client appreciation events, preparing client newsletters and other marketing related items.
Julianna has over 18 years of experience in the financial services industry having started her career in 2001 with Credit Suisse in their U.S. Equity Research Department. She has also served as a paralegal in an estate planning and elder law firm. Julianna earned an Associate of Arts degree in paralegal studies from Stevenson University and holds the Series 7 securities license from the Financial Industry Regulatory Authority.
Julianna lives in Phoenix, Maryland with her husband and two children. She enjoys traveling, entertaining, and any opportunity to spend time at the beach!