Meet Our Team
Juliana Salamone, CFP®
Senior Portfolio Manager
Juliana Salamone is a Senior Portfolio Manager at Raffa Investment Advisers, where she works closely with clients to develop thoughtful, personalized investment strategies aligned with their long-term goals. She brings deep experience serving high-net-worth individuals and families, guiding them through comprehensive financial planning, portfolio construction, and ongoing investment oversight.
Prior to joining Raffa, Juliana held progressive advisory roles at Fidelity Investments, where she consulted with high-net-worth clients across Southwest Florida. She led discovery conversations, performed detailed financial analyses, and implemented tailored investment solutions spanning managed accounts, mutual funds and ETFs, fixed income, retirement planning, tax strategies, charitable giving, and insurance planning. Her work contributed to significant asset growth and long-term client retention, reflecting her ability to build trusted relationships grounded in clarity and responsiveness.
Earlier in her career, Juliana worked at Bridgewater Associates, supporting institutional client relationships and consultant relations. In that role, she gained exposure to large scale investment programs and developed a strong appreciation for disciplined processes, operational precision, and high-quality client communication.
Juliana is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 63, and 66 registrations. She earned a Bachelor of Science in Mass Communication from Silliman University.
Juliana resides in Naples, Florida and is passionate about helping clients make confident, informed financial decisions that support both their present needs and future aspirations.
