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Judith Henry, CFP®

Judith Henry, CFP®

Wealth Management Advisor

Judith Henry is a CERTIFIED FINANCIAL PLANNERTM  with over 19 years in financial services including 15 years as a General Securities Representative (Series 7). Judy manages clients' long-term investment portfolios, provides retirement planning services, and assists clients with implementing appropriate withdrawal strategies.
 
Judy is an active member of several professional organizations, including the Financial Planning Association and Boston University Alumni Club. She is also passionate about volunteering in her community. Some of her past experience has included providing pro bono financial counseling to military families. In addition, Judy has offered "Financial Fire Drill" seminars at local libraries that provide information on financial planning for various life situations, including illness and job loss.
 
Judy has been a dedicated member of the Digital Investment Services team since 2006. She applies her experience, knowledge, and passion to each client's personal financial situation and enjoys assisting clients in working towards their long-term financial goals.

Education

  • Boston University - BS in Business Administration
  • Boston University - Certificate in Financial Planning

Securities Registrations

*Series certifications are held with LPL Financial.

  • Series 7, 63 & 65