Julie R. Bates, CFP®, ChFC®
Assistant Vice President, Retirement & Investment Services
Speaking Focus: Comprehensive Financial Planning, Investment Management, Risk Management, Sudden Wealth Management, Social Security Planning, Divorce Issues, Estate Planning, Women's Finances, Government and Military, LGBT Individuals and Couples
Julie Bates is an accomplished financial planner with more than 20 years of experience in the financial industry. She serves as Assistant Vice President of Delta Community Retirement & Investment Services* for Delta Community Credit Union, one of Atlanta’s largest financial institutions.
In Julie’s role, she works with members on comprehensive financial planning, estate planning conversations, investment management, Social Security planning and more. Julie also oversees budgeting, financial forecasting, new business development and investment product strategy.
Julie previously owned Bottom Line Business Solutions, where she served as a financial advisor and provided business development strategies and administrative support to other advisors.
Julie graduated from Frostburg State University with a bachelor’s degree in Mathematics and received her CERTIFIED FINANCIAL PLANNER™ Certificate from Emory University Center for Lifelong Learning. A resident of Peachtree City, Georgia, Julie also holds a Chartered Financial Consultant distinction.
*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.