Edward Jones - Financial Advisor: Julie Lucas, AAMS®

Services Offered

• retirement planning
• education savings
• insurance needs
• investment management

About

Julie Lucas is a financial advisor based in Sylva, North Carolina, providing personalized financial planning and investment guidance to clients in the area. She specializes in retirement planning, education savings strategies, and insurance needs, ensuring that her clients are well-prepared for their financial futures. As an AAMS® (Accredited Asset Management Specialist), Julie is equipped to help individuals and families navigate their investment options effectively. Her approach emphasizes building long-term relationships and understanding the unique financial goals of each client.

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