Get to know

Judy B. Carmichael

FPQP™, CAP, OM

  • Read Judy's biography.

    Judy serves as our Client Services Representative and a Financial Paraplanner. She also helps oversee the management of our office. In these roles, she takes care of all our client’s account requests, oversees the Trustee duties, and assists with managing the office. Judy joined the firm in 1999 with 15 years of experience in the banking industry. She has a degree in Business Administration from Strayer University and three professional designations; the Financial Paraplanner Qualified Professional (FPQP), Certified Administrative Professional (CAP) and the Organizational Management (OM) designation. She is a member of the International Association of Administrative Professionals and serves as an Elder for her church. In her spare time, she enjoys music, reading, dinner parties, and making memories with family and friends.

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Get to know what makes us unique.

Judy serves as both the Client Services Specialist and a Financial Paraplanner for the firm, while also assisting with office management.  In these capacities, she plays a key role in enhancing our client experience and fostering strong, lasting relationships.

Smart Strategies, Built Around You

Financial planning should fit your life.

Every client deserves exceptional care, and Judy makes that her mission. As our Client Services Specialist and a Financial Paraplanner, she’s the first point of contact for account requests, trustee coordination, and ongoing service support. She also plays a vital role in managing our office operations, helping things run smoothly behind the scenes so clients can stay focused on their financial goals.

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Retirement planning for lifelong security.
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Investment strategies tailored to your goals.
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Estate and wealth transfer solutions.
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Financial planning for major life changes.
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Guidance designed for women investors.
Get in touch.

Get the clarity you deserve.

  • What makes your financial approach unique?

    We provide independent, fee-only financial planning, ensuring every recommendation is in your best interest. Every client gets a highly personalized approach, focused on long-term strategies tailored to your specific needs and lifestyle in Naples.

  • Can you help with tax and estate planning?

    Yes. We help clients navigate estate and wealth transfer strategies, ensuring their financial plans align with long-term goals and minimize tax implications. While we collaborates with tax and legal professionals, we also work to provide strategic planning tailored to your needs.

  • Do you only work with clients in Naples?

    No. We can work with clients in multiple states through virtual and in-person meetings. While we have a strong local presence in Naples, our flexible planning approach allows us to work with clients wherever they are.