Julia Zurn serves as the Executive Assistant at Prinvest Advisors, bringing a strong background in operations, organization, and client support to her role. With experience in both corporate environments and locally owned businesses and nonprofits, she is passionate about creating efficient systems and delivering exceptional service that helps both clients and colleagues succeed.
At Prinvest Advisors, Julia plays an integral role in supporting advisors and ensuring a seamless client experience. She prepares meeting materials, coordinates client communications, processes account paperwork, and manages administrative details with accuracy and care. Known for her attention to detail and proactive approach, she takes pride in being a reliable resource for both clients and her team, and in helping every interaction feel thoughtful and well organized. She believes that the little details matter and that meaningful relationships are built through trust, communication, and exceptional service.
Outside the office, Julia enjoys reading, writing, listening to her favorite podcasts, and spending time with her son and loved ones.