portrait of Julie Thomas
FINANCIAL ADVISOR

Julie Thomas

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Focus Areas

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

Personal Interests

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

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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
  • Weekends
  • Web Conferencing

Fax

(877) 335-9566

Branch Team

  • Shelly Rodriguez
    Sr. Branch Office Administrator

Office Address

Village At Robinson Farm
8430 Rea Road Suite 130
Charlotte, NC 28277opens in a new window

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