Director of Client Service Support
11376 N. Jog Rd., Suite 101,
Palm Beach Gardens, FL 33418
Julia Mabey is responsible for providing guidance, support, and training to our advisors, advisor teams, and reginal offices. She is responsible for ensuring that our advisors, advisor teams, and regional offices are all able to smoothly and accurately adopt and utilize Dakota’s systems. She acts as the liaison between our client facing applications and our operations team.
Prior to joining Dakota, Julia oversaw the daily trading activity and account management of $3 billion in assets at New York-based Ladenburg Thalmann Asset Management.
Currently pursuing her Master’s in Business Administration (MBA) at Florida Atlantic University, Julia earned her bachelor’s degree in Accounting at Manhattan College in Riverdale, NY.
Julia enjoys spending the weekends at the beach or at the dog park with her puppy, Milo.