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Judy Williamson

Judy Williamson

Financial Advisor,
Advice & Wellness

  • Ft. Lauderdale, FL
  • The Alchemist by Paolo Coelho | Sound of Music
  • "Princess Diana of Wales, Michele Obama, and Jimmy Buffett Jesus "
  • "I alone cannot change the world, but I can cast a stone across the water to create many ripples. Mother Theresa If you don't like something, change it. If you can't change it, change your attitude. - Maya Angelou"
  • Resilience, honesty and humility

Financial Advisors

Judy Williamson is a financial advisor based in Tampa, FL.

Judy joined CAPTRUST in 2012. As a financial advisor, she is responsible for providing comprehensive wealth management services to high-net-worth individuals and families. 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.

Education

  • Bachelor of Science degree in business administration from Boston

Industry Designations

  • Certified Student Loan Professional
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