Edward Jones - Financial Advisor: Julie Thomas, AAMS®

5.0
4 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Julie Thomas, AAMS®
1928 Weddington Road, Weddington, NC
28104, United States

Reviews

5.0
4 reviews
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  • UW
    UCNOW Union County Network of Women
    Nov 24, 2025
    5.0
    On behalf of the UCNOW Networking Group, we are proud to recognize Julie with Edward Jones for her exceptional professionalism, knowledge, and genuine care for the people she serves. Julie is an outstanding financial advisor who takes the time to truly understand her clients’ goals, values, and long-term vision. She explains financial strategies in a clear, approachable way and helps clients feel confident about planning for their future — whether it’s investments, retirement, college savings, or overall financial wellness. Her commitment to doing what’s best for each individual sets her apart in her field. Beyond her expertise, Julie is warm, approachable, and incredibly supportive. She shows up for others with encouragement, wisdom, and a calming presence that makes complex decisions feel manageable. Her integrity, work ethic, and heart for helping others shine through in everything she does. We are grateful to have Julie with Edward Jones as part of UCNOW and highly recommend her to anyone seeking a knowledgeable, trustworthy, and truly caring financial advisor.
  • PT
    Patricia Telfort
    Oct 13, 2025
    5.0
    She breaks all area of your accounts down so you are able to understand everything using simple financial verbiage
  • HW
    Heather Wilson
    Sep 7, 2025
    5.0
    Julie is so amazingly helpful. She has so much knowledge and I highly recommend her!
  • CR
    Christen Ripoli - REALTOR
    Feb 14, 2025
    5.0
    If you are looking for a financial advisor, you must call Julie Thomas. She's the one you want in your corner!! There's no one else who will simplify this complex topic like she will. She'll start as a resource and will quickly become your friend and cheerleader.

Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Thomas, AAMS®

What financial services does Julie Thomas at Edward Jones provide?

Julie Thomas offers financial advising, investment management, investment funds, and stock brokerage services.

What are Julie Thomas's specialties as a financial advisor?

Her specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.