A couple of years before joining Edward Jones now over a decade ago, I experienced an unexpected and life-changing event. During a very vulnerable point in my life, I was given sound financial advice. This experience inspired me to become a financial advisor to help others live their best lives.
In our practice, we take the time to learn about what is most important to you and help you create an individual strategy to address your concerns for now and generations to come. We listen to understand your values, your goals and what financial prosperity means to you. We work with you to make sure you feel understood, informed, in control and secure so that you can focus on what is most important to you and your family.
Kristy, Ashley and I work together as a team to make sure our clients receive the very best service. Along with the resources of our home office, we work confidentially and discreetly with your other financial professionals, including CPAs, estate planning attorneys and insurance specialists, to make sure that we understand your complete financial picture.
I grew up in this area as the daughter of hardworking parents. As a child, I learned the value of hard work and integrity. My parents also instilled in me at an early age the power of saving. Life has taught me there is a balance between living today and planning for tomorrow. As your partner, we will be with you throughout life's biggest moments. During the best of times and the worst, we will be there every step of the way.
We are available to meet in person, by phone or by Zoom.
I believe in giving back to our community. You may see me volunteering in the community with my Rotary club or supporting a community event.
I love to read, golf, hike, kayak and travel.
Pete and I, along with our beloved dog Jake, live on property that used to be owned by his grandparents and are grateful for the opportunities we get to spend with friends and family around the campfire or dining room table.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
- Spending Time with Family
Office Address1 Beech Street
Hallowell, ME 04347 opens in a new window
Phone NumberJulie Barter Lucas at (207) 622-0991
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