Judy Williamson is a wealth management financial advisor based in Tampa, FL.
Judy joined CAPTRUST in 2012. In her role as an advice and wellness wealth advisor within the firms Institutional Services Group, she works with retirement plan participants and provides wealth management advice for plan sponsors.
Her specialties include, but are not limited to, net worth, cash flow analysis, risk tolerance, expected returns, asset allocation, contribution, and investment plan advice.
Prior to joining CAPTRUST, Judy served as a registered client associate with Wells Fargo Advisors. She worked alongside financial advisors to develop individualized financial plans for clients—everything from retirement goals to business succession planning and family legacy intentions. Judy supported comprehensive planning and advice, investment management, brokerage services, private banking, estate planning strategies, and both individual and institutional retirement planning.
In her spare time, Judy enjoys singing, reading, and listening to podcasts. She graduated from Boston College with a Bachelor of Science degree in business administration.
- Bachelor of Science degree in business administration from Boston
- Certified Student Loan Professional