Julie Hall
Director of Planning and Insurance Services
Julie began her career marketing fixed insurance products to independent advisors throughout the country at M&O Marketing. Wanting to get into the investment side of the business as well Julie began working at Prudential Financial as an Advisor offering comprehensive financial advising services for two years. In February of 2005 Julie officially joined Lincoln Financial Advisors as a Case Manager for Lincoln's National Planning Department. Julie was responsible to help Advisors grow their practices, train their staff, run implementation support and act as a liaison with Planners and other Case Managers and Directors of Planning throughout the country. Julie was promoted to Senior Case Manager and worked on the National Advisory Services Team working specifically with wealthy clients with complex financial and family dynamics. Julie joined Advanced Strategies Group in October of 2009 as Director of Planning and Insurance Services. Julie obtained the rigorous Certified Financial Planner Professional™ certification in November of 2008 and earned a Bachelor's of Business Administration from Eastern Michigan University in 2002 and a Master's of Science in Finance from Walsh College of Accountancy and Business Administration, in 2009. Julie maintains her Series 7 and 66 licenses as well as the Michigan State Life & Health Insurance licenses.
Julie is passionate about financial planning and enjoys working in a team environment to help to educate individuals and families on how to achieve their financial goals and objectives whether it be through accumulation, transfer and or protection of wealth. Julie looks forward to implementing and growing the Fee Planning Services offered at Advanced Strategies Group.
Julie resides in South Lyon Michigan with her husband Mike one of Michigan's highly qualified and dedicated Educators and their two children Emma and Owen.