Julie Hallman - Client Services Associate

Julie Hallman - Client Services Associate

Client Services Associate

Phone: 205-444-5577
Fax: 877-414-3971
E-mail:

Julie brings years of customer relations experience to Capstone.  She completed her master’s degree in elementary education and taught several years in Central Alabama.  Upon completing her first career she served as an executive assistant to a CEO and President of a prominent Birmingham business before joining Capstone in 2011.

Julie is your first contact in the Capstone office. She answers the phone and fields calls from current and potential clients. She provides a high-quality, high value experience that always puts the interests and needs of the client first. She will answer your questions or will be able to acquire answers from the experts and return your call promptly. Professionalism and confidentiality of your financial business is of upmost importance.

Julie is married to Mike and they have three grown children. They have also been blessed with two beautiful granddaughters with another one on the way.