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Julia E. Ludwig

Client Services Manager

As Client Services Associate, Julia is devoted to providing excellent service to both the firm’s clients and its advisers.  In this role, she handles a wide scope of responsibilities including client servicing needs, marketing procedures, ensuring the firm’s compliance with regulatory requirements, and managing many of the daily administrative operations of Lighthouse Advisers. A lifetime resident of Mentor, OH, Julia earned her Bachelors of Arts and Science degrees from Denison University studying English Literature and Communication. Having then interned in London, England and Washington D.C., she returned home to Northeast Ohio and joined the Lighthouse team.  Julia walks annually in the BT5K for the American Brain Tumor Association.  She enjoys reading and hiking in her spare time and lives in Mentor, Ohio.

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