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Julie Thomas, Financial Advisor

FINANCIAL ADVISOR
Julie Thomas

AAMS™
1928 Weddington Road Ste B, Weddington, NC 28104opens in a new window
New Client Waitlist
Serving clients with $50,000
CallSend Me a Message

Focus Areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Retirement Savings Strategies
  • New Investors

About Julie

Having long-term goals and clear vision while practicing delayed gratification have been keys to my success. I chose to transition into the financial services space after starting my career in healthcare. My core skills of listening and supporting clients, educating clients on their choices and pushing the project (paperwork) successful to the finish line served me well. Being able to impact the world by supporting others to shine bright is my highest personal goal.

My story begins with avoiding debt by graduating with my undergrad degree in business from Auburn University at the age of 20 and moving from my hometown...

Work History

  • Edward JonesApril 2022 to Current
  • NW Mutual Insurance Svcs LLCNovember 2021 to February 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Georgia St UnivMaster of Business Admin
  • Auburn UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Reading
  • Spending Time with Family
  • ATVs
  • Photography

Team Members

  • Terri Orr
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 283-1589

Fax

(888) 867-5177

Office Address

1928 Weddington Road Ste B
Weddington, NC 28104opens in a new window

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