Julie Lancaster
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
4320 S 17th St
Wilmington, NC 28412-6615
About me
Background
Julie Lancaster offers clients more than 30 years of experience in investments, portfolio management, insurance, financial, and retirement planning.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Market Perspective Market reset creates opportunity
View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
Special Commentary Special Commentary
Fed hikes and keeps options open; 7 key takeaways
Special Commentary Special Commentary
Pacing AI development doesn’t guarantee slower adoption