Julia Dias

Customer Service Associate

Julia@G9Financial.com

508-865-9599 x110

Background:

Julia supports the G9 Financial team with a focus on investment operations, client service, and internal communications. She brings a strong foundation in finance, along with hands-on experience in both administrative and analytical roles. Her background includes supporting financial transactions, developing social media strategies, and enhancing the client experience—always with a focus on precision, responsiveness, and professionalism.

Degree:

University of Massachusetts Amherst – Bachelor of Science in Finance
University of Massachusetts Amherst – Master of Finance with a concentration in Alternative Investments.

Interests:

Outside the office, Julia enjoys camping, hiking, beach days, and traveling to unplug and recharge—especially to remote destinations shared with close friends and family

Family:

Julia lives in Natick with her husband, Jacob, and their cat, Mara.

G9 Financial

7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Daniel Girard, Michael Crotty and Elisa Chan offer advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and G9 Financial are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge’s Form CRS (Customer Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IN, LA, MA, ME, NC, NH, NM, NY, OH, PA, RI, SC, TN, TX, and VA.
No offers may be made or accepted from any resident outside the specific states referenced.

G9 Financial