For over 10 years, Julie Noel has provided executive assistance, financial services, and investment support for the client base of Mark Foster, MBA – President and CEO of Boardwalk Financial Group, LLC.
Julie works to provide an exceptional client service experience. She is dedicated to maintaining high service standards and is very skilled with technology. Julie is known for her friendly personality and in meeting client requests timely and efficiently.
As a LPL Licensed Administrative Executive Assistant with her Series 7 and 66 registrations held with LPL Financial, Julie has extensive knowledge of LPL Financials practices and systems and can execute securities related trades if and when necessary. She continues to meet all continuing education requirements and adheres strictly to the industry’s code of ethics.
Prior to working in the financial services industry, Julie spent several years in marketing roles for the appliance industry. She also has experience in the health insurance field and mortgage industry.
Julie is an avid animal lover. She resides in Belleville, MI with her husband Jeff, three dogs (Vader, Cooper, and Abbie) and two cats (Chester and Barney).