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

Financial Advisor Certifications

  • AAMS™

    Accredited Asset Management Specialist™

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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