
Justin Ely
Client Solutions Associate
Focused Wealth Management
11 Balmville Rd.
Newburgh, NY 12550
Phone: (845) 691-4035
Fax: (845) 691-4037
Justin Ely
Client Solutions Associate
Justin is a Client Solutions Associate at Focused Wealth Management, where he supports financial advisors and clients with account management operations. His responsibilities include preparing new account documentation, coordinating with clients and investment firms, assisting with account funding and transfers, and helping ensure that client requests are handled accurately and efficiently.
Justin earned his Bachelor of Arts in Economics from Union College. During his time at Union, he was a dedicated member of the NCAA Division III Men’s Soccer Team and served as a Team Captain. He was also actively involved in the Student Athlete Advisory Committee and was recognized with the Community Service and Community Outreach Award for his contributions to the campus and surrounding community. Justin was also a member of Ski Club, and Union’s Student Investment Fund, a student-run organization that manages a portion of Union College’s endowment, providing him with hands-on experience in investment management.
Justin is currently studying for his FINRA Exams to further his knowledge in the financial industry. Outside of the office, Justin is an avid sports fan and especially enjoys following his New York sports teams and Manchester United. He also enjoys snowboarding, staying active, and spending time with family and friends.