Julie Mellon

Julie Mellon

Advisor Assistant

Julie joined Diversified Investment Services in 1996 and has become a primary liaison between the custodian of our clients’ assets, our clients, and the Diversified Investment Services internal staff. As assistant to Joseph Conway, Julie is responsible for managing account transfers, wire transfers, check requests, distributions, trade processing and new account paperwork. Also core to Julie’s responsibilities is interacting with clients to maintain client relationships and to ensure that we are upholding the best in client service. When Julie is not rooting for the Angels (MLB), she enjoys roller skating, walks on the beach and playing darts.