Zuly Feliz, CFP®, CDFA®

Zuly has been with the firm since 2013 and serves as a Client Strategy & Planning Service Advisor. In this role, she works closely with clients to support their investment strategies, financial planning needs, and service requests, guiding them through every stage of their journey with the firm and financial plan.

 Known for her attention to detail and commitment to excellence, Zuly also contributes to the ongoing improvement of internal processes and client service experiences. Her goal is to ensure each client receives thoughtful, personalized guidance that aligns with their goals and values.

Zuly holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Certified Divorce Financial Analyst® (CDFA®) credential, Series 7 license, and will soon obtain the Certificate in Investment Performance Measurement (CIPM®) designation. She earned her bachelor’s degree in Business Administration with a concentration in International Business from Salem State University.

Outside of work, Zuly enjoys traveling to different parts of the world, discovering great cuisine, entertaining, and spending time with family and friends. She also stays active and has recently taken an interest in volunteer and philanthropic work.