Julian Mella
Broker @Forest Hills Financial Group
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WORK HISTORY
Broker @Forest Hills Financial Group
New York, NY, US
Broker of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Forest Hills Financial Group is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
EDUCATION
Adelphi University
Master of Science - MS, Business Analytics
Archbishop Molloy High School
High School Diploma
Adelphi University
Bachelor of Business Administration - BBA, Business Administration and Finance
ABOUT JULIAN MELLA
Financial decisions can feel overwhelming, I help bring clarity, structure, and data-driven insight so individuals and families can move forward with confidence. By supporting personalized, goal-oriented strategies through a thoughtful and detail-driven approach, I focus on turning complex information into practical, actionable understanding.I recently joined Forest Hills Financial Group, where collaboration, mentorship, and long-term relationships are at the core of how we serve clients. Working alongside experienced professionals allows me to continually strengthen my skills while contributing to meaningful, client-focused outcomes.I hold a B.B.A. in Finance and an M.S. in Data Analytics, giving me a strong foundation in strategic decision-making. I’m experienced in tools such as Python, Tableau, Microsoft Office Suite, and AI/LLM technologies, which support my ability to analyze data and identify practical insights.My background includes client service and financial operations experience at Richner Communications, as well as a wealth management experience at Morgan Stanley, where I worked with portfolio analysis tools and investment research platforms.Bilingual in Spanish and English (with intermediate Portuguese), I’m passionate about using financial and analytical expertise to support long-term growth, entrepreneurship, and innovative asset strategies.I can be reached at: j••••••••@fhfg.com or (34••••••73/COMPLIANCE:20••••42/
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