An accomplished wealth manager, Judy has vast experience in accounting, banking, commercial lending and business ownership. As her clients’ “financial therapist,” her mantra was and continues to be “Every asset has a timeframe and purpose. Risks continue to change and so should your strategy.” Throughout her career, Judy’s passion has been to help clients accomplish their financial objectives and make the experience as stress-free as possible. She was unexpectedly widowed at 49 and has a soft spot for helping clients navigate life changes with holistic, personal planning and honest guidance.
Judy took a nontraditional path to get to where she is today. After graduating with a Bachelor of Science in accounting from Clemson University in 1988, Judy worked in the consumer and business banking divisions for 12 years. Using her lending and financial management experience as a springboard, she opened a brokerage office in 2001. While continuing to refine her financial expertise, Judy founded J. Thompson Ross Investments at Wells Fargo FiNet in 2010. She and her team transitioned to Raymond James in 2018. In addition to holding life, health and accidental death insurance licenses, Judy is an Accredited Asset Management SpecialistSM and has Series 6, 7, 9, 10, 63 and 65 registrations.
Judy’s dedication to being the best possible wealth manager to her clients has earned her numerous distinctions. In 2018, she was recognized as a Forbes Best-In-State Wealth Advisor in Georgia1. She was also named the 2017 Top Wealth Advisor Mom by Working Mother magazine2. Judy was also selected as a Premier Advisor by Wells Fargo Advisors from 2013 to 20183.
Growing up just north of Atlanta, Judy now makes her home in Woodstock with her husband, Jay, and daughter, Avery. In addition to being active in her daughter’s school activities, Judy enjoys racing sailboats, cycling, traveling and hiking. She’s also an animal lover and owns a quarter horse, miniature donkey and two dogs.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
2 Data provided by SHOOKTM Research, LLC as of July 2017. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum of five years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information see SHOOKresearch.com.
3Based on one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.