Senior Wealth Advisor
Judy is an accomplished wealth manager with vast experience in accounting, banking, commercial lending and business ownership. 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, she worked in the consumer and business banking divisions for 12 years. In addition to holding life, health and accidental death insurance licenses, Judy is an Accredited Asset Management Specialist SM and has Series 6, 7, 9, 10, 63 and 65 registrations.
Awards:
An active public speaker, Judy has been asked to address numerous professional and social organizations, including Barron’s, about the need for coordinated financial planning.
Judy enjoys racing sailboats, cycling, traveling and hiking. She’s also an animal lover and owns a quarter horse, miniature donkey and dogs and cats.
1 Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
