Broker Check
Julie Terrell

Julie Terrell

Financial Representative

Julie entered the Financial Services industry after owning her own jewelry business for eleven years. Her entrepreneurial experience included helping others start and maintain their own successful homebased businesses.  Because of her background, Julie enjoys focusing her efforts on helping people maximize and protect the value of owning closely held businesses. 
 
Consolidated Planning is a premier financial planning firm Headquartered in the South Park area of Charlotte, North Carolina.  Julie is the group benefit specialist within the Charleston firm.  She works closely with a team of Advisors to create and implement solid, customized plans that reflect the unique needs of each client. 
 
Julie helps her clients optimize their finances to achieve financial wellness. With a focus on organization and education, she provides individuals and business owners with clarity and confidence in their financial decision making.  Her goal is to protect her client’s income-earning potential and their loved ones while preserving their lifestyle.  Julie’s service-based approach and attention to detail leads to comprehensive, goal-focused planning.   
 
Julie was born in West Virginia and has lived in South Carolina since the age of eight.  She graduated from Winthrop University with a  BA in Sociology/ Criminology in 2001.    She currently resides in Summerville with her two daughters.  When she’s not working, Julie enjoys spending time with her family.  She also participates in archery and boxing for physical fitness. 

 

Financial Representative of Guardian