Kathleen Judge, Financial Advisor
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

About Kathleen

As an Edward Jones financial advisor, I help successful professionals, retirees and business owners make smart decisions about their wealth in order to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care most about.

My team follows an established process that begins by taking time to fully understand my clients' unique story, purpose and aspirations. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients.

Our holistic process addresses five key areas:
- Investing that aligns...

Work History

  • Edward JonesNovember 2011 to Current

Education

  • Webster UniversityMaster of Arts
  • Univ of Missouri-ColumbiaBachelors

Personal Interests

  • Active Lifestyle
  • Art Museums
  • Community Outreach
  • Hiking
  • Wine Collecting/Enthusiast

Team Members

  • Kelly Fahey
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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