Julie is the southern charm of the Belton Financial Group. A Georgia native, Julie grew up in Lake County but never lost that relaxed southern attitude-although when it comes to your financial needs-she is one focused lady. She is registered and holds her Series 7, 66 and insurance and annuities licenses. In 2003, she earned the professional designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning.
Julie attended Lake Sumter Community (now State) College and began her career in the financial industry in 1999 at A G Edwards & Sons, joining Raymond James in 2010.
At home Julie is ruled by Buttercup – a cat who wandered up to Julie’s home and stayed. Julie’s pride and joy is her son, Jeffrey, an assistant professor at Georgia Southern University. Her favorite de-stressing choices are refinishing furniture, collecting antique art glass, reading and visiting with family in Georgia.