Photo courtesy of Lathrop, Helmers & Associates
Julie Helmers.
Merrill Lynch announced in April that Julie Helmers of Merrill Lynch’s Birmingham office has earned the Certified Divorce Financial Analyst certification, awarded by the Institute for Divorce Financial Analysts.
“We are proud to congratulate Julie on earning the CDFA certification,” said David Oberman, Southern Gulf
States market executive.
Helmers is committed to helping clients in the Birmingham area pursue their financial goals by offering personalized wealth management strategies. A resident of Trussville, she received a bachelor’s degree from Jacksonville State University and joined Merrill Lynch in 2012.
Helmers is located in the Lathrop, Helmers & Associates Merrill Lynch office at 569 Brookwood Village, Suite 501, and can be reached at 326-9609 or by visiting http://fa.ml.com/lathrop-helmers.
Submitted by Lathrop, Helmers & Associates
