Meet The Team

Meet Julia Dobson

Client Services

As a client services representative, Julia’s mission is to create the best possible experience for our clients. She will get on the phone with companies and solve problems so the client doesn’t have to. She also serves as support to other members of the office.

Originally from Maryland, Julia graduated from Saint Mary’s College of Maryland with a degree in English. She met and married her husband soon after and began her travels as the wife of a Marine Corps officer. It was on this journey that she began working with the Navy-Marine Corps Relief Society, helping provide financial and educational support to the military. Her experience in this financial environment is what led her to work at Carolina Retirement Planners.

When she is not in the office, Julia can be found at home with her husband and three pups. If you have visited us recently, you probably met her new puppy, Gus, who enjoys meeting new people almost as much as Julia!

Fun fact: Julia’s great-grandmother, Dorothy Layton, was a "WAMPAS Baby Star" in the early 1930s. She was in several films with Laurel & Hardy, including "Chickens Come Home," "The Chimp" and "Pack Up Your Troubles."