Exclusive industry experience
Our team brings decades of experience from senior roles across the financial industry. We understand investments, the needs of investors and advisors and how to communicate clearly in an industry built on trust. Our strategists, writers and designers can step in quickly and deliver high-quality work on target and on time.
30+
We have over 30 veteran writers, designers and marketing strategists across the U.S.
10+
Each specialist and creative has a minimum of 10 years of industry experience.
100%
Repeat business. In 30 years, every client has invited us back for another project.
- San Francisco
- Park City
- Dallas
- Chicago
- New York
- Los Angeles
- San Francisco
- Park City
- Dallas
- Chicago
- New York
- Los Angeles
About Jeanie Ulicny
Managing Partner
Jeanie Ulicny, Managing Partner of Ulicny Financial Communications, has more than 30+ years of experience in the financial services industry. She advises investment management and brokerage companies on strategic development, specializing in the areas of corporate positioning, branding and marketing communications.
Jeanie began her career with Fidelity Investments, where she managed corporate advertising, direct mail and video for Fidelity’s Retail division. While at Fidelity, she developed and executed advertising campaigns that helped the company weather the crash of 1987 and the “mini” crash of 1989. Moving to Fidelity in Luxembourg, she built the direct sales market in Europe, with special emphasis on Germany and France.
Back in the U.S., Jeanie consulted for Charles Schwab and Wells Fargo before becoming vice president of marketing at Montgomery Asset Management in San Francisco. At Montgomery, she built a marketing infrastructure that helped double assets under management within two years. Her integrated marketing communications strategy included public relations, advertising, direct mail and shareholder services. She also created the industry’s first interactive website, at the time an untested channel, for Montgomery.
Jeanie was born and raised in Pittsburgh, PA. She received her B.S. degree from Pennsylvania State University.