Julie Barter Lucas, Financial Advisor

FINANCIAL ADVISOR
Julie Barter Lucas

CFP®, AAMS™
1 Beech Street, Hallowell, ME 04347opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Intergenerational Planning
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Hiking
  • Outdoor Enthusiast
  • Traveling
  • Wine Collecting/Enthusiast
  • Spending Time with Family

Team Members

  • Ashley Marston
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(207) 622-0991

Fax

(888) 505-1350

Office Address

1 Beech Street
Hallowell, ME 04347opens in a new window

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