Judson Potter,

In 1992 Judson began his career at PaineWebber, which in 2000 became UBS, and where he spent his entire career prior to joining Raymond James and Associates in 2015. Throughout these years he has guided his clients through both challenging and rewarding periods in the markets. Robust communication and dedication to a consistent planning and investment process makes all the difference.

As a CERTIFIED FINANCIAL PLANNER™ professional, Judson’s client engagements start with building each client their own individualized financial plan. Within the context of using the client’s financial plan as the foundation for developing simple common sense solutions, Judson takes a customized approach to three core tenants of his practice:

• Transparency & education
• Deliberate communication
• Acting as an advocate for his clients

Judson emphasizes asset allocation and total portfolio management with a focus on retirement income planning and qualified retirement accounts; he also helps clients with lending and liability management, education funding, structures for charitable giving, and estate planning. He holds Series 3, 7, 8, 63 and 65 securities licenses as well as licenses for life, accident and health insurance, and variable annuities.

Judson grew up in New York City, where he graduated from Stuyvesant High School. He went on to earn his bachelor’s degree from Hamilton College, and in 2004 received his CERTIFIED FINANCIAL PLANNER™ professional designation. He currently serves on the Board of Directors of the Shingle Shanty Preserve and Research Station, an innovative non-profit organization dedicated to the research and understanding of the Northern Boreal forest habitat in the Adirondack Mountains.