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portrait of Julie S Lucas
FINANCIAL ADVISOR

Julie S Lucas

AAMS™
204 Temple Avenue South, Fayette, AL 35555opens in a new window
CallSend Me a Message

About Julie

Have your plans for retirement changed lately? Do you know how much money you’ll need each month in retirement? Has your employment situation changed? Have you thought about your insurance needs? By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.

As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. We also work to help clients understand the investment world in terms they can relate to. My primary goal is to help individual investors...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • New Investors
  • Business Retirement Plans

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Alabama-TuscaloosaBachelor of Science

Team Members

  • Bonnie Ellenburg
    Sr. Branch Office Administrator
  • Apryl Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(205) 904-9251

Fax

(877) 222-8715

Office Address

204 Temple Avenue South
Fayette, AL 35555opens in a new window

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