Senior Financial Advisor
Current
Jan 2016 - Present
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David Juliano Email & Phone Number
Senior Financial Advisor at Stonehearth Capital Management
at
Stonehearth Capital Management
1 work email found
@stonehearthcapital.com
4 phones found area 781 and 978
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor at Stonehearth Capital Management
Location
Danvers, Massachusetts, United States
Company size
Who is David Juliano? Overview
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Quick answer
David Juliano is listed as Senior Financial Advisor at Stonehearth Capital Management at Stonehearth Capital Management, a company with 8 employees, based in Danvers, Massachusetts, United States. AeroLeads shows a work email signal at stonehearthcapital.com, phone signal with area code 781, 978, and a matched LinkedIn profile for David Juliano.
David Juliano previously worked as Senior Financial Advisor at Stonehearth Capital Management and Wealth Management IT Product Manager at Commonwealth Financial Network. David Juliano holds Ba, Business Administration from Saint Michael'S College.
Company email context
Email format at Stonehearth Capital Management
This section adds company-level context without repeating David Juliano's masked contact details.
{first}@stonehearthcapital.com
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AeroLeads found 1 current-domain work email signal for David Juliano. Compare company email patterns before reaching out.
Profile bio
About David Juliano
David Juliano is a Senior Financial Advisor at Stonehearth Capital Management at Stonehearth Capital Management. He possess expertise in retirement planning, strategic financial planning, wealth management, financial planning, retirement and 19 more skills. He is proficient in English.
Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management, Financial Planning, and 20 others.
Current workplace
David Juliano's current company
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Stonehearth Capital Management
5 roles
David Juliano work experience
A career timeline built from the work history available for this profile.
Wealth Management It Product Manager
Act as a liaison between the Technology department and the various Wealth Management teams toward the continual development and implementation of wealth management and financial planning technology products.
Jan 2014 - Dec 2015
Senior Advanced Planning Consultant
Wealth management & financial planning, including estate planning, stock option planning, retirement income planning, and executive benefit planning.
Oct 2005 - Jan 2014
Account Executive
Mka Executive & Professional Benefits
Deferred compensation and executive benefit planning.
Sep 1995 - Sep 2005
Corporate Trainer
Jun 1990 - Sep 1995
2 education records
David Juliano education
Ba, Business Administration
High School Diploma
FAQ
Frequently asked questions about David Juliano
Quick answers generated from the profile data available on this page.
What company does David Juliano work for?
David Juliano works for Stonehearth Capital Management.
What is David Juliano's role at Stonehearth Capital Management?
David Juliano is listed as Senior Financial Advisor at Stonehearth Capital Management at Stonehearth Capital Management.
What is David Juliano's email address?
AeroLeads has found 1 work email signal at @stonehearthcapital.com for David Juliano at Stonehearth Capital Management.
What is David Juliano's phone number?
AeroLeads has found 4 phone signal(s) with area code 781, 978 for David Juliano at Stonehearth Capital Management.
Where is David Juliano based?
David Juliano is based in Danvers, Massachusetts, United States while working with Stonehearth Capital Management.
What companies has David Juliano worked for?
David Juliano has worked for Stonehearth Capital Management, Commonwealth Financial Network, Mka Executive & Professional Benefits, and Tgi Fridays.
Who are David Juliano's colleagues at Stonehearth Capital Management?
David Juliano's colleagues at Stonehearth Capital Management include Jamie Upson, Cfp®, Cmfc, Aams.
How can I contact David Juliano?
You can use AeroLeads to view verified contact signals for David Juliano at Stonehearth Capital Management, including work email, phone, and LinkedIn data when available.
What schools did David Juliano attend?
David Juliano holds Ba, Business Administration from Saint Michael'S College.
What skills is David Juliano known for?
David Juliano is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management, Financial Planning, Retirement, Estate Planning, Equities, and Mutual Funds.
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