Julie Kelly, Financial Advisor located in Raleigh, NC

Financial Advisor
Julie G Kelly

CFP®, CRPC™
3100 Tower Blvd, Suite 1615, Raleigh, NC 27707opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Tennis
  • Traveling
  • Cooking

Team Members

  • Kelby Watson
    Associate Financial Advisor
    CFP®
  • Barbara Lewandowski
    Sr. Branch Office Administrator
  • Rachel Kjellberg
    Sr. Branch Office Administrator
  • Alexis Shigapov
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Phone

(919) 489-8111

Fax

(888) 230-9286

Office Address

3100 Tower Blvd, Suite 1615
Raleigh, NC 27707opens in a new window

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