Jules Joly
Tax-Focused Financial Planning for Real Estate Investing Physicians and Business Owners
- Role
- Wealth Manager at Ballast Wealth Management
- Location
- Newport, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jules Joly
We work with business owners and physicians also investing in real estate. Business…
Experience
Wealth Manager
Jul 2022 — Present · Newport, RI, US
Education
University of Rhode Island - College of Business
Bachelor of Business Administration (B.B.A.)
2009 — 2013
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