Delta Community Retirement & Investment Services

Julie R. Bates, AIF^®, CFP^®, CAP^®

Managing Director

Specialties: Comprehensive Financial Planning, Investment Management, Risk Management, Sudden Wealth Management, Social Security Planning, Divorce Issues, Estate Planning Conversations, Women’s Finances, Government and Military, LGBT Individuals and Couples

Julie Bates is the Managing Director and driving force of Delta Community Retirement & Investment Services. Her strategic vision has grown and led the practice into the thriving invaluable resource that it is today, providing actionable advice and guidance to Credit Union members and community partners. Julie believes in the importance of building a diverse team with different ideas, skills and experiences, and she is proud that her team is guided by one common philosophy—that every person has a story, and that story matters.

Julie carries with her an enthusiastic quest for continuing education and she is proud to lead a team of CERTIFIED FINANCIAL PLANNER™ professionals that share in this belief. She firmly believes that, as a team, we cannot properly educate and guide clients without first continuing to educate ourselves.

Likewise, Julie knows the importance in educating community members, especially women, to become engaged with their finances. She believes Credit Union members have a fundamental right to financial education. As a child, she grew up watching her family and neighbors struggle and rely on each other through financial hardships, and she has recognized that education empowers individuals with choices that allow them to experience well-lived lives.

Julie is an on-air financial contributor to Atlanta’s NBC affiliate, WXIA-TV 11, FOX 5 Atlanta and Atlanta's Star 94.1. She is also a frequent guest speaker at prominent employers throughout the metro area. She is a CFP Board Ambassador, a member of the Advisor Inclusion Council for LPL Financial and a Board of Directors member for the Bank Insurance and Securities Association (BISA).

 Connect with Julie on LinkedIn^®

Education:

• Financial Planning Certificate Program, Emory University
• Bachelor of Science in Mathematics, Frostburg State University
• Executive Leadership Program for Managers and Directors, Kennesaw State University

Certifications | Licenses:

• SIE, Series 7, 24, 66 registrations with LPL Financial
• Accredited Investment Fiduciary^® marks
• CERTIFIED FINANCIAL PLANNER^™ professional*
• CERTIFIED LIFE UNDERWRITER
• CHARTERED FINANCIAL CONSULTANT
• Accredited Domestic Partnership Advisor^℠
• Chartered Advisor in Philanthropy^®

Locations Served:

• Peachtree City (Wisdom Road)

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP^® (with plaque design), and CFP ^® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

LPL Financial

Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.

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