Judy T. Ross, AAMS®

Senior Wealth Advisor, CPC

Judy T. Ross, AAMS®

Senior Wealth Advisor, CPC

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 SpecialistSM and has Series 6, 7, 9, 10, 63 and 65 registrations.

Awards:

  • Forbes Best in State 2018, 2020, & 2021 – In the state of Georgia
  • Forbes Top Women Wealth Advisors 2020 & 2021 -Nationally
  • Raymond James Leader Council 2019, 2020
  • 2017 Top Wealth Advisor Mom by Working Mother magazine

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.

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 SpecialistSM and has Series 6, 7, 9, 10, 63 and 65 registrations.

Awards:

  • Forbes Best in State 2018, 2020, & 2021 – In the state of Georgia
  • Forbes Top Women Wealth Advisors 2020 & 2021 -Nationally
  • Raymond James Leader Council 2019, 2020
  • 2017 Top Wealth Advisor Mom by Working Mother magazine

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.

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