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.
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Edward Jones - Financial Advisor: Julie Thomas, AAMS®
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.
How can I schedule an appointment with Julie Thomas at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-g-thomas/contact/.
Where is Edward Jones - Financial Advisor: Julie Thomas located?
The office is located at 1928 Weddington Road, Ste B, Weddington, NC 28104, USA.
What languages are spoken at Julie Thomas's Edward Jones office?
English is spoken at the office.
How can I contact Julie Thomas via email or phone?
You can email julie.g.thomas@edwardjones.com or call +1 704-283-1589 to reach her office.
Where can I find the Edward Jones mobile app to manage my investments?
The Edward Jones app is available on Google Play at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and on the Apple App Store at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby medical services are close to Julie Thomas's Edward Jones office?
Nearby medical services include Megremis Gynecology and Pelvic Surgery, Buckingham Chiropractic, Kinetic Spine & Sports Chiropractic Center, Liberty Family Physicians, and Weddington Physical Therapy and Wellness.
What options do I have for legal or real estate services near Edward Jones in Weddington?
Nearby legal and real estate services include Collins Family & Elder Law Group for legal advice, and NextHome Providence and Allison & Associates Realty, LLC for real estate needs.
What local amenities and services can I visit around Edward Jones while in Weddington?
You can visit Weddington Town Hall for community events, The UPS Store 3686 Weddington for printing and shipping, and Panda for dining at a nearby Chinese restaurant.